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. <a href="http://bit.ly/406EMTh" target="_blank" rel="noopener">http://bit.ly/406EMTh</a>

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. http://bit.ly/406EMTh

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. <a href="http://bit.ly/406EMTh" rel="noopener noreferrer">http://bit.ly/406EMTh</a>

Worlds to Conquer - Client Events and Executive Assistants

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Worlds to Conquer - Client Events and Executive Assistants

Worlds to Conquer - Client Events and Executive Assistants

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