Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention.
What you’ll learn in this episode:
- The difference between a task-based virtual assistant and a strategic executive assistant
- How to decide what to delegate and when to hire help
- Mindset shifts that make delegation more effective and less exhausting
- Best practices for onboarding and leading an executive assistant
- Tools and systems to track accountability and ensure high-quality results
By the end of this episode, you’ll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.
Learn more about Athena Executive Services HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
