Delegating is Key (Josh Patrick)

05/25/22 • 29 min

1 Listener

Delegating can be really hard. Maybe you’ve tried, and it didn’t go so well. In this episode, Melinda talks with Josh about why it is often so difficult for entrepreneurs to let go and how to navigate those issues. The two discuss why delegating is key to growth and sustained success and how business owners can learn to master this important skill.

Josh Patrick is the founder of Sustainable Business, a consulting firm that helps small business owners find a framework for growth. His expertise comes from his life-long obsession with discovering what makes businesses successful. In his quest, he discovered that the ability to effectively delegate is a big part of growth and stability.

In this episode we discuss:

Why coaches need to delegate.
How to determine what tasks to delegate.
What are the main reasons business owners avoid delegating and what to do about it.
How to manage mistakes.
What is the most important thing to look for when hiring help? (The answer might surprise you.)
How to use time blocking to determine what you need to be doing and what you don’t.
What should you delegate through another person and what should be automated?
How to use the EIA method to make teaching delegated tasks easier.

“An awful lot of private business owners out there spend 80-90% of their time out of their zone of excellence, because they don't believe they can trust anyone else in the company.”

- Josh Patrick

Josh Patrick is a serial entrepreneur who is obsessed with what makes businesses successful and ultimately personally and economically sustainable. He’s spent more than forty years running, owning, consulting and working with business owners. He is the founder of Sustainable Business, a consulting firm that helps small business owners find a framework for growth.

Josh’s passion in life is helping private business owners create extraordinary value with their businesses and lives. As a Certified Financial Planner® and a Financial Transitionist®, he knows how to help you get the most value from your business both from personal experience and from helping countless others do the same.

As a former blogger for the New York Times, Josh shared his tips for preparing for the future in his book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. He has taught over 200 seminars and hundreds of companies over the past 35 years.

Resources or websites mentioned in this episode:

Credits:

Guest: Josh Patrick
Host: Melinda Cohan
Producer: Cynthia Lamb
Executive producer: Danny Iny
Scripted and assembled by: Michi Lantz
Audio Post Supervisor: Evan Miles, Christopher Martin
Audio Post Production: Post Office Sound
Music soundscape: Chad Michael Snavely

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• Music and SFX credits:

•Track Title: Clouds

Artist Name(s): Acreage

Writer Name: Marshall Usinger

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coastline Dream

Artist Name(s): Wild Sky

Writer Name: Adam Simons

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coo Coos

Artist Name(s): Dresden, The Flamingo

Writer Name: Matthew Wigton

Publisher Name: A SOUNDSTRIPE PRODUCTION

•Track Title: Stars & Trees

Artist Name(s): Outside The Sky

Writer Name: Dustin Ransom

Publisher Name: A SOUNDSTRIPE PRODUCTION

Episode transcript: Delegating is Key (Josh Patrick) Coming soon.

~~~~~

In this episode we discuss:

Why coaches need to delegate.
How to determine what tasks to delegate.
What are the main reasons business owners avoid delegating and what to do about it.
How to manage mistakes.
What is the most important thing to look for when hiring help? (The answer might surprise you.)
How to use time blocking to determine what you need to be doing and what you don’t.
What should you delegate through another person and what should be automated?
How to use the EIA method to make teaching delegated tasks easier.

“An awful lot of private business owners out there spend 80-90% of their time out of their zone of excellence, because they don't believe they can trust anyone else in the company.”

- Josh Patrick

Resources or websites mentioned in this episode:

Credits:

Guest: Josh Patrick
Host: Melinda Cohan
Producer: Cynthia Lamb
Executive producer: Danny Iny
Scripted and assembled by: Michi Lantz
Audio Post Supervisor: Evan Miles, Christopher Martin
Audio Post Production: Post Office Sound
Music soundscape: Chad Michael Snavely

• Music and SFX credits:

•Track Title: Clouds

Artist Name(s): Acreage

Writer Name: Marshall Usinger

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coastline Dream

Artist Name(s): Wild Sky

Writer Name: Adam Simons

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coo Coos

Artist Name(s): Dresden, The Flamingo

Writer Name: Matthew Wigton

Publisher Name: A SOUNDSTRIPE PRODUCTION

•Track Title: Stars & Trees

Artist Name(s): Outside The Sky

Writer Name: Dustin Ransom

Publisher Name: A SOUNDSTRIPE PRODUCTION

Episode transcript: Delegating is Key (Josh Patrick) Coming soon.

~~~~~

Previous Episode

Rev Up Referrals (Virginia Muzquiz)

Despite all the advanced strategies used in digital marketing, our guest today says that referrals still trump social media and email campaigns for highest ROI. And when it comes to referral tactics, today’s guest says she has a proven method for getting big results.

In this episode, Melinda talks with Virgina Muzquiz, aka The Referral Diva® . Virginia is the founder and CEO of Master Connectors, Inc., where she teaches the art of funneling high-quality referrals. She shares specific ways to build and organize a network that any entrepreneur can then nurture and leverage to realize impressive results. And no excuses for introverts, either!

Be sure to check out the links below for Virginia’s FREE Business by Referral Blueprint and subsequent free bonus material.

In this episode we discuss:

What is networking really for? (Hint: it’s not about selling or getting clients).
The six step process for moving people through your network.
The importance of reciprocity and reciprocal boundaries in each stage of the process.
How do you know where to network?
Why introverts may be better at networking than extroverts.
What are the steps for building a plan for referrals?

“I think it really boils down to that your network is your net worth, and if you really want to turn that network into gold, you've got to be intentional, proactive, and courageous.” – Virginia Muzquiz

Virginia Muzquiz is the founder and CEO of Master Connectors, Inc., where she teaches the art of funneling high-quality referrals. Virginia has more than two decades of experience teaching entrepreneurs and small business owners her process, known as the Referral Alchemy. Her passion is teaching entrepreneurs how networking for business is profitable and fun. She developed her process by a word-of-mouth strategy and has helped companies find exponential growth.

Resources or websites mentioned in this episode:

Mirasee
Coaches Console
Virginia’s website
Virginia’s LinkedIn
Special offer: Business by Referral Blueprint

Credits:

Guest: Virginia Muzquiz
Host: Melinda Cohan
Producer: Cynthia Lamb
Executive producer: Danny Iny
Scripted and assembled by: Michi Lantz
Audio Post Supervisor: Evan Miles, Christopher Martin
Audio Post Production: Post Office Sound
Music soundscape: Chad Michael Snavely

• Music and SFX credits:

•Track Title: Clouds

Artist Name(s): Acreage

Writer Name: Marshall Usinger

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coastline Dream

Artist Name(s): Wild Sky

Writer Name: Adam Simons

Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

•Track Title: Coo Coos

Artist Name(s): Dresden, The Flamingo

Writer Name: Matthew Wigton

Publisher Name: A SOUNDSTRIPE PRODUCTION

•Track Title: Stars & Trees

Artist Name(s): Outside The Sky

Writer Name: Dustin Ransom

Publisher Name: A SOUNDSTRIPE PRODUCTION

Episode transcript: Rev Up Referrals (Virginia Muzquiz) Coming soon.

~~~~~

Next Episode

It’s a Matter of Time (Rob Goyette)

Time may wait for no one, but if you manage it efficiently, you won’t even notice. Many coaches find it really challenging to have enough energy to work in and on their business without burning out. But there are strategies that work wonders for some.

In this episode, Melinda talks with Rob Goyette, a marketing and technology expert, who also happens to be a brilliant manager of his time. Rob has served the coaching community since 2007, and today, he shares his best time management advice with our audience. If you want to learn to free up more of your time and enjoy the lifestyle that coaches strive for, don’t miss today’s show!

In this episode, we discuss:

Why it’s important for entrepreneurs to be intentional with their time.
Where do people typically make mistakes in managing their time effectively?
What’s really going on behind “shiny-object syndrome”?
What are proactive and reactive tasks and how can we benefit from identifying them?
How to recharge your energy each work day to accomplish more.
How to use the one-minute-late email to help clients respect your time.
How to end appointment calls on time.
When to leverage technology and automation for time management.
How to schedule your day around your natural energy flows.

“And when I just separated those two, my energy shot up through the roof, because I knew that I was doing what I was supposed to be doing during that time. And I felt good because I was working on my business every day.”
– Rob Goyette

Rob Goyette has been serving the coaching community since 2007. His expertise is in marketing and technology. He combines these two skills to provide a very powerful way to reach the right audience with the right offers at the right time.

Rob helps coaches and small business owners attract and enroll clients through various programs. His signature program is a 15-minute laser coaching model to help you sign up clients for a year or more in advance without strategy sessions (linked below).

Rob lives in Dorado Puerto Rico with his wife and 2 sons. Rob loves having time to build his business, napping and taking Fridays off to explore the island of Puerto Rico with his family.

Resources or websites mentioned in this episode: