The Perfect RIA

Hiring an Executive Assistant With Karen Stewart [Episode 334]


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This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task management to maximize productivity and ensure a successful working relationship between the executive and the assistant. In this conversation, Karen Stewart and Matt discuss the essential elements of effectively onboarding and managing executive assistants (EAs). They emphasize the importance of building trust, maintaining open communication, and providing constructive feedback. The discussion also covers strategies for managing turnover and ensuring smooth transitions when EAs leave, highlighting the need for documentation and clear processes to facilitate continuity in support roles.

Hiring an Executive Assistant With Karen Stewart [Episode 334]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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