THE PERFECT RIA |Worlds to Conquer - Client Events and Executive Assistants

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.

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Worlds to Conquer – Client Events and Executive Assistants

Recommended Podcast

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Contact Us