Clay Gillespie, CFP, CIM

Connexion Zone

Clay Gillespie, CFP, CIM, is a 19-year MDRT member with one Court of the Table and 16 Top of the Table honors. He is portfolio manager and managing director of RGF Integrated Wealth Management, a Vancouver-based financial advisory firm with 65 staff members. Gillespie specializes in retirement income planning and associated estate planning issues.

Delelgation: the Key to Business Success

Language: English

Has your business plateaued? As your business grows, you need to learn some delegation techniques. This session will give some practical advice on how and what to delegate to your team. You need to not only delegate tasks but also some client relationships.