The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
23 minutes Posted Aug 18, 2025 at 7:00 am.
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Show notes

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on identifying red flags in candidates, preparing for turnover, and knowing when to part ways with an assistant. The conversation emphasizes the need for effective communication, trust, and the right talent to ensure success in the virtual assistance space.

Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Julie Gilles: Website | LinkedIn