Delegation isn’t just about offloading tasks. It’s about maximizing your productivity and the ability to focus on high-impact priorities.
As a financial professional, we’ve identified six recurring tasks you can easily take off your plate to grow your business and reach your career goals. These are tasks you’d be better off not doing yourself—and, frankly, you shouldn’t be doing them at all.
In this webinar, our CFO, Lisa Zeeveld, is joined by Steven Jarvis, CEO of Retirement Tax Services to discuss those tasks and how to put a plan into action for delegation.
Let’s dive in.
1. Administrative Support
Often, leaders are high-performing people with high standards. And that’s a great thing. But what gets them into trouble is when they assume they are better off doing administrative tasks themselves.
And many times people only see these tasks as emails or calendars. However, it's not just handing those two things off, it’s the efficiency that comes behind it, the productivity, and the reduction of stress in your life. These are two big buckets of things that come along with subtasks.
You can delegate tasks to get help with things like this:
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- Communication
- Time management
- Booking travel
- Expense reports
- Research
- Appointment help
- Client gifts
Let’s do some simple math to prove why delegation is a superpower to spend more time on high-impact tasks.
Think about how many clients you have and multiply that by how many times you’re interacting with them throughout the year. Now, multiply that by the amount of minutes you spend with them. That quickly adds up.
2. Client Services
While you are the only one who can answer certain questions, you can always loop in an assistant to help things run smoothly on all touchpoints for your clients—and to show them they are taken care of.
We all want to build long-lasting client relationships. Those relationships are strengthened when you have somebody who can augment where you’re not able to.
All of a sudden, you have a team of people who are delivering exceptional service, and it's hard for that client to imagine going anywhere else because they know that they are being so well cared for by you.
Some of the ways you can delegate client services are:
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- Responding to general inquiries and answer questions
- Liaison between clients, partners, vendors and contractors
- Responding to client requests
- Process account paperwork and account transfers
3. Operations
The best thing about hiring a Virtual Assistant is that you can leverage their genius. They thrive off of—and enjoy—helping you with tasks you don’t want to do or with tasks that are taking up too much of your valuable brain space.
A VA can help you with your business operations by:
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- Project coordination
- CRM updates and management
- Event planning
- Create and update SOPs and best practices
- Light bookkeeping
4. Document Preparation
If it’s a repetitive task, you don’t need to be the one doing it.
Some of the things a VA can take off of your plate immediately are:
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- Prepping presentations
- Onboarding documents
- Monitoring reports
- Tax preparation
Your VA isn't signing your tax returns. They're primarily handling tasks that don't require tax expertise, like verifying document integrity and facilitating communication. For instance, they can ensure that all client documents are complete and accurate before you review them.
5. Marketing
The success of marketing often hinges on consistent, detailed follow-up. While business owners and leaders typically brainstorm ideas and content, a virtual assistant can be invaluable for managing the day-to-day tasks that keep marketing efforts on track.
From scheduling and reminders to social media engagement, a VA ensures that your brand remains visible and active. By delegating these essential yet time-consuming duties, you can focus on strategic planning and growth.
Here are a few marketing-specific tasks a VA can handle:
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- Newsletter distribution
- LinkedIn posts
- Website updates
- Social media research
- Advertising reports
- Trade summaries
- Task management
6. Personal Tasks
To maximize your time, it’s essential to delegate tasks that don't require your attention. While certain experiences, like workouts or family events, are non-negotiable, a VA can handle a wide range of tasks. Think of your VA as a personal assistant who can help you operate at your best. From booking travel to scheduling appointments, they can free up your time to focus on the most important aspects of your life and business.
Some of the ways we’ve seen our clients use their VAs personally are:
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- Schedule pick-up or delivery of groceries
- Research and book travel
- Make dinner reservations
- Sync work and home calendar
- Schedule appointments
- Plan family events
Instead of assuming you need to handle everything myself, prioritize asking, 'Can someone else do this?' This approach allows you to focus on the tasks that truly require your attention.
And we’re here to help.
As Steven shared, when he first started working with BELAY, we provided him with a helpful guide that outlined all the ways a VA could support his business. While he was initially hesitant to delegate so much, the guide helped him see how a VA could not only save him time but also improve the quality of his work.
Now, his VA handles a wide range of tasks, from scheduling appointments to managing my social media. This has freed up his time to focus on the strategic aspects of his business and enjoy personal activities that are meaningful to him. It's a win-win situation.
Stop doing it alone. Hire a BELAY Virtual Assistant and start delegating today.