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The Perfect RIA
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
Jun 24, 2024
Lisa Zeeveld from BELAY discusses the game-changing power of delegation for financial advisors, emphasizing how it frees up time and allows you to focus on your strengths. Delegation is not just about dumping tasks but about leveraging the expertise of virtual assistants for increased productivity and peace of mind. Clear communication and aligned expectations are key for a successful partnership with your assistant.
32:38
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Quick takeaways
- Delegating tasks to virtual assistants frees up time for high-priority activities, enhancing productivity.
- Having a dedicated bookkeeper ensures financial compliance and risk management, supporting accurate reporting.
Deep dives
The Power of Delegating Tasks to Virtual Assistants
Delegating tasks to virtual assistants, like those from Bele, allows professionals to focus on high-priority activities, enhancing productivity and work-life balance. Through delegation, tasks ranging from email management to personal appointments can be efficiently handled, leading to increased peace of mind and improved client service quality.
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