The Perfect RIA

Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?


Listen Later

Do you feel guilty thinking you don’t need someone else doing a task you could do yourself? Imagine having an assistant who could help give back time in your day to do the things you need and want to do. On today’s Worlds To Conquer, Jamie walks through bringing on an Executive or Virtual Assistant and how to determine what tasks can be handed over to someone else.

http://bit.ly/3KinayQ

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

451 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Behind The Advisor by XYPN

Behind The Advisor

143 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

663 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,996 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,078 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

109 Listeners

Ask The Compound by The Compound

Ask The Compound

310 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

122 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

124 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

47 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

137 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners