The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Unleashing the Power of Virtual Assistants with Guest Karen Stewart
25 minutes Posted Aug 9, 2023 at 7:00 am.
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Show notes

In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right fit based on skills and personality, building strong personal connections, and fostering open communication, as well as highlighting the importance of ownership, trust, and empowering VAs. She’ll share the key elements of successful VA-client relationships, including expertise, passion for service, trust, effective communication, and mutual support.

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