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Helping Team Members Triage Client Requests [Episode 171]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
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Show Notes
Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and share insight into how they help their own team members run triage on client requests. If you're hoping to carve out more time for yourself and empower your team in a way that allows your business to grow, this episode is for you.
You can find show notes and more information by clicking here: https://bit.ly/3db2Di4