Member Gretchen Renz, CDFA, facilitated a roundtable for us, on the topic of delegation. It was a great session, with chapter members sharing practical advice. You can read the summary from that roundtable in the Spring 2015 issue of Portico, on page 8. You know you can find just about anything on YouTube, and there are a number of videos on delegation, including the ones Gretchen cited during the roundtable. We think you’ll also enjoy the presentation by our friends in the industry, Golder Associates, who have an exceptionally well-done, less-than-3-minutes-long video on delegating. Check it out here.
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