Investment Executive | Don’t Do It Yourself – Delegate

Assigning functions to others frees you up to do what you do best

Delegating tasks to team members keeps you focused — and your business growing.

When you assign jobs to team members — instead of doing them yourself — you spend more time on the activities you excel at as an advisor. And that ultimately helps you grow your business, says Rosemary Smyth, coach and owner of Rosemary Smyth and Associates in Victoria, which specializes in coaching financial advisors.

Follow these tips to delegate tasks properly to your team:

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