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Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

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Manage episode 473017927 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice.

The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn't just an expense—it's a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back.

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

Resources in today's episode:

- Matt Jarvis: LinkedIn | Website - Duff Tucker: LinkedIn | Website - Text RIA to 55123 to access BELAY’s resources on delegation and to connect for your free delegation consultation.

  continue reading

812 episodes

Artwork
iconShare
 
Manage episode 473017927 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice.

The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn't just an expense—it's a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back.

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

Resources in today's episode:

- Matt Jarvis: LinkedIn | Website - Duff Tucker: LinkedIn | Website - Text RIA to 55123 to access BELAY’s resources on delegation and to connect for your free delegation consultation.

  continue reading

812 episodes

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