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5 Things Financial Advisors Should Know Before Hiring Virtual Assistants

Financial Advisor Marketing Podcast

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Three Things You Need to Know About Virtual Assistants

You shouldn't hire a virtual assistant without clear expectations. Expectations need to be quantifiable, and don't make his or her job harder than it needs to be. Having a virtual assistant is a symbionic relationship because your assistant will make you more productive. But your assistant needs help from you to succeed in the roll. A lot of financial advisers seek out coaching because they want accountability.

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