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Emily Morgan

Emily Morgan helps entrepreneurs and execs strategically clear their plates so they can focus on what they love! She is the founder of Delegate Solutions, a Strategic Support Firm and the designer of the “Delegate Method” which helps entreps identify areas of their business they can delegate or automate for maximum efficiency. Emily speaks nationally on the topic of flexible workforce development, virtual teams and delegation. She is a Goldman Sachs 10,000 Small Businesses graduate and alumnae of the University of Pennsylvania.
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Recent Posts

How to Move From Make it Up to Make it Real

HELLO | TWELVE, jULY 2019


TGIF, Happy Friday and happy Independence Day!

As Visionaries, our greatest contribution is our ability to see our companies as globally as possible. We are uniquely able to understand and prioritize the most pressing needs, and then design creative solutions to to move forward.

I don't know how this process typically works for you, but for me it's typically super-organic and instinctual. Once we identify the problem, I give myself the space to creatively think about how we might solve it. Or sometimes, I'm not even thinking about it at all, and the answer suddenly just comes to me. What a feeling, right? :)

The challenge then lies in how to take this idea and model it, build it, test it and roll it out. This is where our team can become a true complement to our abilities. I follow a simple process to make my ideas real:

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Utilize Postable and Wunderlist to Increase Productivity

LOVE | TWELVE, JULY 2019

Postable is an online paid service that will send beautiful, high-quality greeting cards to 1 or 100 of your clients/friends/family members. Features such as vast assortment of card styles, elegant designs, ease of use and unique address search function have made it hugely successful. The option for fonts that appear truly hand-written is golden! There you have it - personalized greeting cards made simple! Check out Postable today! 

 

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New Health Care Laws for Small Business Owners, Accounting Reports You Should be Paying Attention to, and How to Beat the Summer Slowdown

KNOW | TWELVE, JULY 2019 

The Trump Administration's Newest Health Care Rule Could Shake Up Small Business Benefits Nationwide

In less than six months, small business employees could have some of the same health insurance tax benefits as workers at large corporations.

 

Last month, the Trump administration issued a rule making health reimbursement arrangement (HRA) plans more accessible to workers nationwide. The use of HRA plans, which are funded with pre-tax money by employers, has long been restricted to exclude paying for insurance premiums. The new ruling, which goes into effect in January 2020, will change that.

 

Historically, larger organizations with many employees have more negotiating power than smaller firms, and can obtain stronger health insurance plans for their employees at lower rates. The Trump administration is framing the new rule as a way for some small businesses to level the playing field.

 

"There are some employers who would like to offer their employees health coverage, but the requirements have become so extensive or the cost has become so high, that they aren't able to," Alexandra Campau, a former special assistant for health policy to President Trump, told the Journal. - INC

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In Search of More Time

LEARN | TWELVE, JULY 2019 

Time. It can be your best friend or it can be your worst enemy, it’s all a matter of how you look at it.I’ve often found myself struggling to find the time to get things, both professional and personal, done. At some point or another, we’ve all said to ourselves “if only there was more time in a day.” Well, I have some good news for you, sadly it’s not that I’ve found a way to magically add more hours to our days, but I have implemented the idea of time blocking into my personal and professional life and guess what?! IT REALLY WORKS!!

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How to Take a Sabbatical From Your Business

HELLO | TWELVE, jUNE 2019

TGIF, Happy Friday! I am back in the office this week, fresh off a 3 week sabbatical-- my first! It was quite detoxifying and I am happy to report it was also a success. Thanks to a lot of planning, delegation and accountability, I was able to completely step away from running my business for three whole weeks and watch it run without me... and nothing blew up! It was divinely indulgent. Want to do the same?

Below are my tips to make this happen:

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Finding the Still Water

LEARN | TWELVE, JUNE 2019 

 

I recently listened to a lecture about turmoil in life. We all have it. We all hate it.

The person giving the lecture walked into the room with a glass of water. He proceeded to shake the water in a circular motion within the glass explaining that this is how most of us feel - how most of our brains are functioning right now. Constantly thinking…constantly juggling a million priorities…. constantly adding to our lengthy list of what’s next and all of the things we have to do to get there. This constant stress can be felt both personally and professionally. “I’m one big sale from stability in my life” OR “I just need help in these areas to achieve my goals” OR “If my children would only listen to THIS, things would be so much easier!”.

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Utilize Olive & Cocoa and Fiverr to Increase Productivity

LOVE | TWELVE, JUNE 2019

Olive and Cocoa is a boutique gifting service on a mission to make giving and receiving gifts a beautiful experience. From gourmet food crates, to timeless executive gifts, inspired décor, whimsical fashion accessories, and luxurious spa items, their gifts have been carefully selected to offer a refreshingly modern approach to traditional gift giving. They have thoughtfully curated a large selection of gifts in each price range, so you are sure to find something for everyone on your list!

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Financial Advice for Small Business Owners, Knowing When to Cash Out, and The Best Cities for Entrepreneurial Talent

KNOW | TWELVE, JUNE 2019 

10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

Owning a small business can certainly come with a steep learning curve, and it’s one that many entrepreneurs face alone. Learning on the fly is never easy, and there are many aspects of day-to-day business that need to be mastered. In particular, small business owners may struggle to keep finances in order.

While it can be challenging to keep your business’ finances organized and under control, with a little know-how—and a bit of expert advice—you can get a grasp on the information, procedures and technology you need. In this article, 10 members of Forbes Finance Council share their top recommendations for small business owners who are struggling to keep their finances in order. Check out this article and learn how to leverage these recommendations and get your small business financially organized!

 

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Utilize the Calm App and Otter.ai to Increase Productivity

LOVE | TWELVE, MAY 2019

The Calm app has guided meditations, music specifically curated for focus and relaxation, video lessons on mindful movement and gentle stretching, and sleep stories to lull users into the best sleep they’ve ever had! There are free and pro version (starting at $12.99/month) and it is compatible with Apple and Android devices. There are even Calm shops at most major US airports, where users can stop in and get free gifts and exclusive offers before their flights! When researching apps and tools that focus on mindfulness, stress-release, meditation and increased sleep quality, we found that the Calm app was the highest rated and most suggested tool out there. Give it a try today!

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Boosting Social Media Advertising, Crucial HR Tips & How to be a Great Boss

KNOW | TWELVE, MAY 2019 

More Than 90% of Small Businesses Will Increase Advertising Spending in 2019

Most Small Businesses Are Prioritizing Advertising This Year and Will Increase Spending on Social Media Advertising (56%) and Other Online Advertising Mediums Such as Google Search and Banner Ads (41%). A large percentage (91%) plan to invest more in advertising in 2019, according to a new survey from The Manifest, a business news and how-to website.

Each year, more than half of small businesses (57%) spend less than $50,000 on advertising, the survey found. Increased spending on advertising will help small businesses spread brand awareness and stand out among their competition.

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