The Perfect RIA

Worlds to Conquer - Executive Assistants And Email Delegation


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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.

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

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