Deliver more value to clients (without burning out)

If you’re anything like me, you probably started out thinking that “delivering value” meant doing it all yourself.

Your clients hired you for your expertise, so you should be the one building every report, requesting every tax return, reviewing every detail, and customizing every single insight, right?

But here’s what I’ve learned: holding on to every task doesn’t make you better… It just keeps you from delivering the kind of value your clients really need. That’s certainly true when it comes to tax planning and can apply to so many areas of your business.

You know your clients, their stories, their blind spots, and their goals. But you don’t need to be the one pulling tax returns, formatting every client deliverable, or chasing down meeting confirmations.

Your time is best spent doing what only you can do.

And because I spend so much of my time telling advisors to do MORE (particularly around tax planning), it seems only fair that every now and then I share some insight that will help you find the time so you can actually accomplish that “more” and see the value get delivered to your clients.

I’ve seen advisors reclaim 15+ hours a week just by delegating five recurring tasks. That’s 15 hours you can spend actually meeting with clients, thinking strategically, or consistently rolling out quarterly Value Adds.

And the best part? You don’t have to figure this out on your own. When done right, delegation creates the time you need to deliver the kind of value that turns clients into raving fans. It’s how you reclaim your time and refocus on your highest and best use.

We love reality and not just theory, and what we really love is personal experience. I’ve seen the impact of having team members to delegate to in my own practice, and next week I get the opportunity to share that experience live. We’ve partnered with BELAY, who specialize in helping advisors get paired with skilled Executive Assistants, the kind who step in ready to take work off your plate without slowing you down. I’ve used BELAY personally and can speak to the quality they provide.

Join us for a webinar on May 14, at 12:00 PM EST where we’ll break it all down:

• What tasks you can delegate immediately
• How to build client wow factors without burning out
• The real ROI of outsourcing the right tasks

If you’ve been stuck in the weeds trying to do everything yourself, this is your chance to step back, refocus, and make sure your time is spent where it matters most.

Because delegation isn’t about doing less, it’s about doing what matters more.

Happy Tax Planning,

Steven Jarvis, CPA