THE PERFECT RIA

What You'll Learn In Today's Episode:

  • There are options besides bringing someone on full-time in your office.
  • Bringing on a virtual assistant for a limited time and scope can make it easier for you to move forward in this decision.
  • When bringing on a virtual assistant, you get what you pay for.
  • When bringing someone new on, mistakes will happen.
  • Why you should have someone build out your processes for you.
Table of Contents

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings – sure – but at what cost? Are doing these tasks the highest and best use of your time? On today’s episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Listen in as they share some mistakes people make when bringing on a virtual assistant, as well as how to make this transition successful.

Ideas Worth Sharing:

‘The more information I give them and empower them to do their job, the better it is.’ - Micah Shilanski Click To Tweet ‘A good VA will be proactive on how they can bring value.’ - Matthew Jarvis Click To Tweet ‘You have to embrace that mistakes will happen.’ - Micah Shilanski Click To Tweet

Resources In Today's Episode:

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

See More

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

Contact Us