The Perfect RIA

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino


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Are you being your own assistant and handling things you shouldn’t? On today’s What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make.

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

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