Financial Advisor Marketing Podcast How Financial Advisors Can Leverage Virtual Assistants With Danielle Cuomo
If you could sum up every financial advisor's dream state of their business, it would probably sound something like this:
"Make more money in less time".
The easiest way to do that is to get someone else to do some of your work for you. Today, Danielle Cuomo stops by to teach you all about how to leverage virtual assistants and free up time for what's really important.
No to-do list, productivity book or time management system will ever free up more time than having someone else help you out. Ready to focus on what you like to do?
Listen now!
Show highlights include:
- How to get all the benefits of having an employee—without worrying about the paperwork and workload or having someone come into your office. (4:42)
- Why hiring entry-level or "learning on the job" assistants can create more work for you, not less.
- 3 things you can outsource right now to free up your time ASAP. (14:38)
- The first step you need to take when hiring a VA—before even thinking about tasks to outsource. (19:50)
If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.
Go to TheAdvisorCoach.com/webinar to register today.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html
https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html