The Perfect RIA

Worlds to Conquer - Executive Assistants And Email Delegation


Listen Later

Do you wonder what you could do if you had a little more time? Imagine having someone dedicated to handling everything except for the tasks that only you can do. In this week’s Worlds To Conquer, Jamie talks about hiring an Executive Assistant to handle your email. She’ll go through her recommendations to set this up so that you only need to focus on what needs your attention as well as walk through the importance of having rules of escalation and a communication policy.

http://bit.ly/3mhxxtB

...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

193 Listeners

Behind The Advisor by XYPN

Behind The Advisor

143 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

274 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

661 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,999 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

108 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

48 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

136 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners