Agents and advisors
bring organization, clarity and productivity to their clients’ financial
affairs. Over time, their roles have expanded, moving beyond insurance and into
investments, cash flow enhancement and real estate investing.
Not surprisingly,
advisors are busier than ever. As a result, working efficiently has become more
important. To work efficiently, advisors must set priorities and delegate
responsibilities that take away from their core activities.
How do you decide
what to prioritize and what to delegate? That depends on the individual
advisor. We all have strengths and weaknesses, and each advisor has parts of
their job that they feel more passionate about.
Creating the most
effective practice involves identifying these areas and focusing on them while
delegating tasks associated with your weaker skills.
By following this
method, you can focus on the areas where you have the most skill and passion,
and these represent your “giftedness.”
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