Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How does working with an agency help create a successful match in which you truly get back time in your life to focus on other things? How are you communicating with your executive assistant, and are they problem solvers as well as someone who values privacy? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Why Aren’t You Delegating To A Virtual Assistant? [Episode 201]

What Works Wednesday – Hiring An Assistant With Guest Tricia Sciortino

Worlds to Conquer – Client Events and Executive Assistants

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Encore Episode: Client Relationships And Connections With Guest David Gow

Building trust with powerful questions.

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The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

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Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

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