THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • It takes time and commitment to successfully bring on a virtual assistant.
  • Why you shouldn’t assume you can do something faster than someone else.
  • The easiest tasks that you can get off your plate.
  • The long-term benefit of taking the time to train someone.
  • How using an agency can help with the entire HR-related function for you.
Table of Contents

Are you being your own assistant and handling things you shouldn’t? On today’s What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make.

Ideas Worth Sharing:

‘The bottom line is, we all have an assistant; it’s just a matter of if it’s you or someone else.’ - Tricia Sciortino Share on X ‘What would change in your life if you got back 5 or 10 or 20 hours?’ - Matthew Jarvis Share on X ‘I believe decision fatigue is a thing that leaders run up against.’ - Tricia Sciortino Share on X

Resources In Today's Episode:

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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

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