Do you have someone in charge of expected and unexpected needs when planning a client event? On today’s Worlds To Conquer, Jamie shares some of the questions we’ve received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do.

Recommended Podcast

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

See More

Entitlement vs. Intention

New year, new opportunities.

See More

What You Are Entitled To In 2025 [Episode 290]

The new year means new opportunities for advisors.

See More

Contact Us