
Sign up to save your podcasts
Or


In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks.
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks.
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

137 Listeners

803 Listeners

194 Listeners

284 Listeners

678 Listeners

2,029 Listeners

2,111 Listeners

916 Listeners

243 Listeners

114 Listeners

325 Listeners

128 Listeners

134 Listeners

48 Listeners

150 Listeners