Leveling Up Leadership and Letting Go of Limits

The Perfect RIA

Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing delegation and the importance of letting go of the need for perfection.

On Thursday, Jamie shared her sage advice on navigating the challenging transition from growth to freedom as an advisor. She emphasized the need to carefully curate your social circle, cutting ties with those who may feel entitled to your success. Jamie also stressed the value of giving team members the skills to have difficult conversations rather than shielding them from hard truths. It's in those moments of discomfort, she argues, that true growth can occur.

Resources in today's episode:

- Episode Website - Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283] - Whose Table Do You Want a Seat At?

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