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.
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