The Perfect RIA cover image

Hiring an Executive Assistant With Karen Stewart [Episode 334]

The Perfect RIA

00:00

Giving EAs access and initial logistics

Karen covers creating a company email, delegating calendar and email access, LastPass onboarding, and safe delegation boundaries.

Play episode from 17:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app