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.

Recommended Podcast

Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

The difference between goals and fantasies.

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

How understanding your core values improves your life.

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

Contact Us

Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

Your Name(Required)

First Last

Email(Required)

Phone(Required)

Who referred you?

Name

First Last

CAPTCHA

Worlds to Conquer – Client Events and Executive Assistants

Recommended Podcast

Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Contact Us