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5 Things Financial Advisors Should Know Before Hiring Virtual Assistants

Financial Advisor Marketing Podcast

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Five Things You Should Know Before Hiring a Virtual Assistant

Use a real project management tool like asan it is so much better than slapping everything together in google drive. When your virtual assistant works on a specific task, he or she should be adding notes and writing things down. Over the course of years, you will have a huge document filled with task notes, bullet points and files. And what's cool is that you can set aside a day, maybe once per year or so, to review everything and improve it by pruning and or adding stuff.

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