The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
24 minutes Posted Jan 10, 2024 at 8:00 am.
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In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks.

Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton