Effective delegation: How to leverage your team's strengths and improve efficiency


Description Box template: Date, Who, What you did, What you’re going to do, When you’re going to do it

3/15/23 - JM - Created the page on the website, pending this task out a week to check if the webinar recording is available

3/14/23 - KG - Joe, I just finished the Redtail webinar, please create a page on our website to share the links & downloads and a copy of the recording once it’s available


For more detail on our recommended Task Management system, check out Kate’s previous webinar below:

Sources:

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Billing Workflows / RIA 3yr Projected P&L