The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Worlds to Conquer - Client Events and Executive Assistants
35 minutes Posted Apr 27, 2023 at 7:00 am.
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Show notes

Do you have someone in charge of expected and unexpected needs when planning a client event? On today’s Worlds To Conquer, Jamie shares some of the questions we’ve received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do.

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