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Amber Kuhn: Hello TPR Nation this is Amber Kuhn. Thank you

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for joining me on today's Follow up Friday where I'll be

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recapping this week's episode highlights and action items on

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Monday and that was joined once again by Lisa from BELAY to talk

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about the peace of mind that delegation can create in your

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life. Lisa shared how BELAY does an annual survey with their

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clients and one of the things they kept coming across in the

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responses. Were comments from clients that by using one of

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their virtual assistants or bookkeepers, that it creates

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such incredible peace of mind and the opportunity to be able

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to do the things they love to do, whether it's traveling more

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even going to their kids sporting events, Matt brought up

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that with those things that you're handing over to someone

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else. It's not that you're ignoring things, but it's being

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taken care of by someone who's really good at that particular

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thing and taking care of things so that you don't have to worry

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about it. And in the end things actually get done. And your VA

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can also protect you and your time so that you're not

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constantly reacting to things and you're able to be at your

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best. And even from a risk management side met said that

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it's so important to have a bookkeeper to take care of your

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books. Because if you're the only one who's doing your

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finances you're going to miss the details. A bookkeeper loves

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looking up as details and they'll notice the things that

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you might not give you a different perspective and of

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course it allows you to protect yourself. Man Lisa also talked

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about your mindset when it comes to delegation. And I'll people

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might look at a task they hate doing and just assume that

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everyone else hates doing it too, and therefore end up

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feeling bad handing that over to another person. But that isn't

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the case. There are people who thrive in that particular

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environment and they like helping small businesses and

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those who struggle. They are there to elevate your business

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and leverage their skill set. It's also easy to say I'll hire

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someone when the problem with that is that Mark can

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consistently move or appoint. So as far as when it's the right

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time to bring on a virtual assistant. Lisa said at a

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minimum you need to have money be able to write the check, but

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also look at the little things in your life and where you are

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with things like your lawn work and housekeeping. If you say

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that you can just do those things because it's cheaper than

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just you're gonna have a hard time learning to delegate. But

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BELAY has to offer packages where people can start out with

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one thing and then grow over time with what they need and

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what they feel comfortable delegating, not sort of foolish

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to not take advantage of who can really help and in a way that

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you don't have to deal with the overhead cost that comes with a

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full time person. And you also have the option of someone who

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can scale up with you or scale back if needed, and Assistant

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can even help with some of those personal things. That you feel

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like you should do or even remember, maybe it's the kids

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doctor's appointments or sending flowers to someone. But that may

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not be your area of genius, but by having someone else handle

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those things where that is their area of genius. Overall that

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makes things better for everyone leaves us of learning to do this

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is a muscle you need to utilize and grow. But another benefit is

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that by delegate you're also helping your assistant grow. For

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example, Lisa will meet with her assistant quarterly to review

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what she enjoyed doing the most and what she wants to do more

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of. She said she becomes a better leader by doing this and

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it also creates job satisfaction for her assistant. So having

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that open dialogue will really help you delegate more. And as

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far as meeting with assistants, Lisa said that for her she does

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a weekly hour long zoom call with her assistant. Is there a

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completely virtual team and they'll review what's happening

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in the next seven to 10 days. And Lisa also has a running task

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list. And then she gets quarterly and these are check ins to review

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promises and expectations and go for what's working and what

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isn't. This helps to build trust because Lisa looks at her

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assistant as an extension of her and her assistant is able to

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grow her skill set and also give Lisa peace of mind. Let's get an

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action items. Consider some of your tasks that you could easily

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hit overturn assistant such as email and calendaring and any

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personal appointments as well. And then text RIA to 55123 to

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get BELAY's ebook on delegation, which includes a checklist of

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the things that you need to delegate. On Thursday, Jamie was

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talking about how your vocation needs to pay for your

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application. She pointed out that the current state of social

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media and people claiming that they can just be all taking all

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these adventures if they just had a better work life balance,

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that it's created this false sense of reality. And

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entitlement that your job should fulfill your happiness. But your

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employer isn't responsible for your happiness. You are

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responsible for your happiness and you have to choose to be

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happy. Now it's possible to find happiness in your job. But

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again, it isn't anyone's responsibility to make you happy

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with the work that you're doing. But right now we've said over

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and over again is to live your dream and find your passion. And

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that's what your career should then be. But Jamie said that the

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following your passion or your grandparents and billionaires

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while everyone else who's raising you is telling you to

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outwork. Jamie also said that by getting to where she is now in

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mastering delegation, she can then buy back her time to do the

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recreational things she wants to do. She's said that people don't

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spend enough time strategically focused on their recovery. And

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then if you don't know how to recover, you won't sustain

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growth. She said to consider when was the last time that

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you've thought about what truly refills your cup? What time are

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you carving out for yourself each week? So people give

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themselves a lot of reasons why they can't do things that very

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few reasons why they can. Jamie said you should grind so hard

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professionally that you're able to be whatever you choose. So

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you can then go do all the things you want to do with your

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discretionary income. And to stop always looking for your

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occupation or for your employer to be directly responsible for

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your happiness. find other ways to be happy. Let's get an action

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items. Do a self assessment for ways that refill your cup and

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look for how in when do you get the most joy and for the people

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in your life? Whether it's your spouse or your family, look at

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where they are applying these same techniques and doing this

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in their lives so that they can be better make sure that you're

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a productive part and fightings TPR Nation if you're looking for

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more resources or if you have a question, be sure to email our

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team at lifestyle at theperfectria.com. Thank you for

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joining me for today's recap and please share this or any of our

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episodes with another advisor or team member who you think might

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benefit from listening. Until next time, happy planning.