In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships, onboarding strategies, and handling turnover seamlessly. Whether you're new to virtual assistants or managing ongoing VA relationships, this conversation is packed with practical advice to boost productivity and reduce friction. <a href= "https://theperfectria.com/podcast/onboarding-and-turnover-strategies-with-becky-casstevens-bellury/" target="_blank" rel="noopener">Onboarding and Turnover Strategies With Becky Casstevens-Bellury</a> Resources in today's episode: - Matt Jarvis: <a href= "https://www.matthewjarvis.com/" target="_blank" rel= "noopener">Website</a> | <a href= "https://www.linkedin.com/in/mpjarvis/" target="_blank" rel= "noopener">LinkedIn</a> - Becky Casstevens-Bellury <a href="https://belaysolutions.com/" target="_blank" rel="noopener">Website</a> | <a href= "https://linkedin.com/in/rebeccacasstevens" target="_blank" rel= "noopener">LinkedIn</a> - <a href="https://go.theperfectria.com/programs" target="_blank" rel="noopener">Learn More about our Coaching Programs</a>

You're Choosing Not To Deliver Value  [Episode 362]

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.