Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don’t ‘inspect what you expect”.
More About This Episode:
In today’s episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast, joining us.
Jeremy is intentional about his time and schedule to achieve balance in his life. Listen to learn the tips he shares and the steps he is taking to improve himself as a task delegator.
Join us today to learn about these things:
How he got into this industry from planning to join the army and selling suits. (0:52)
He gives himself his own timesheet and here’s why. (3:16)
Why planning can help you achieve better balance. (11:53)
The biggest issue advisors tend to have with delegation. (21:49)
More about our guest: https://keilfp.com/blogpodcast/