What are the takeaways?
- Most practices are overstaffed, as advisors often try and solve capacity issues by throwing human capital at the problem.
- Work expands to fill the time we have to complete it. Allow team members to complete their work within the time parameters and structure that works for them.
- Focus on crafting role objectives vs. task lists in order to help team members understand what they help the business achieve.
Video is 6:54 long.