Prioritize vs. Delegate: Identifying Your Gifts

Being an advisor in the age of the consumer means being tuned in to what customers are saying.

By Mike Walters

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.”