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In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their teams and how delegating has helped them elevate both personally and professionally. Tushar and Steven also discuss their experiences using BELAY as their partner to find, train, and optimize their VAs. There are of course, logistics to be figured ou,t including how to find top talent and ensure client confidentiality, but BELAY makes all of that seamless. Listen to the end as Steven and Tushar share why they would happily recommend BELAY to any advisor looking to expand their team and reclaim their time
By Steven Jarvis4.8
122122 ratings
In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their teams and how delegating has helped them elevate both personally and professionally. Tushar and Steven also discuss their experiences using BELAY as their partner to find, train, and optimize their VAs. There are of course, logistics to be figured ou,t including how to find top talent and ensure client confidentiality, but BELAY makes all of that seamless. Listen to the end as Steven and Tushar share why they would happily recommend BELAY to any advisor looking to expand their team and reclaim their time

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