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5 Things Financial Advisors Should Know Before Hiring Virtual Assistants

Financial Advisor Marketing Podcast

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Five Things Financial Radvisers Should Know About Hiring Virtual Assistance

Make it clear to your virtual assistants that as they do new things, they should document what they're doing. Make documentation a part of the job. They will see things that you cannot see. Let them tell you how to improve. My world is better for her having existed. i'm an over deliver here. I'm going to go the extra mile.

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