At BELAY, we’ve spent over a decade helping busy leaders redefine what’s possible — not by doing more, but by doing less of what doesn’t matter.
And in our recent webinar Delegate to Deliver: Doing More for Clients Without Doing It All Yourself, we were joined by longtime BELAY client and Perfect RIA founder Matthew Jarvis for a conversation that was equal parts insightful, tactical, and laugh-out-loud relatable.
Matthew may not be on our payroll, but as he joked during the session, he’s definitely part of the BELAY family.
And if you’ve ever struggled to hand off the tasks you ‘should’ let go of but somehow never do, this conversation is for you.
We kicked things off by demystifying what delegation actually looks like for high-achieving leaders.
Spoiler: It’s not about giving away the work that matters. It’s about carving out space, so you can finally do what matters most.
One of the most helpful tools shared during the webinar was the Six T’s of Delegation — a quick, memorable framework to determine what’s actually worth your time:
The Six T’s of Delegation
- Tiny – Quick tasks that disrupt deep work
- Terrible At – Areas outside your expertise or interest
- Time-Consuming – Admin-heavy work that eats hours
- Teachable – Recurring tasks you can document and hand off
- Tedious – Work that drains you but still has to get done
- Time-Sensitive – Urgent requests that pull you from priorities
But this list isn't just a thought experiment.
Matthew shared how he uses it — and how his assistant helps him follow through — to get meaningful time back.
And that time? It isn’t just about reclaiming hours.
It’s about reinvesting them in what delivers the most value: proactive client touchpoints, deeper strategic work, and even personal bandwidth to show up more focused and present.
We also explored the power of BELAY’s Client Success Consultants, the unsung heroes at BELAY who walk alongside every client, offering personalized guidance and real-time support to optimize the delegation journey.
According to Matthew, what he once thought would be a glorified ‘complaint department’ has turned out to be a strategic partnership he now relies on regularly.
One of the most powerful moments came when Matthew reframed the whole trust issue many leaders face:
“You already live in a world of trust. You trust the mechanic who fixes your brakes, the barista who makes your coffee, the internet to connect. So why not trust someone vetted and trained to help you?”
A few standout moments from the session:
- Delegating personal tasks (like scheduling your kids’ doctor appointments) isn’t indulgent. It’s smart leadership.
- You don’t have to wait until you're ‘ready’ to hire help. Delegation is how you get ready.
- Your clients notice when you have time for them — and when you don’t.
- Delegation isn’t dumping. It’s matching the right work to the right person, so everyone thrives.
Whether you’re looking to take your business to the next level or just reclaim a few hours (and a lot of sanity), this session was a masterclass in how to stop being the bottleneck in your business — and start being the strategic leader your clients need.
👉 Ready to see what’s holding you back? Download the free Delegation Worksheet at the end of the video to get started.
And if you missed the webinar, no worries. You can catch the full replay here.
We promise: You’ll walk away with at least one thing you can stop doing — and a whole lot more you’ll finally have time to do.