Why Every Financial Advisor Needs An Executive Assistant
Released Friday, 27th October 2023
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Why Every Financial Advisor Needs An Executive Assistant
Why Every Financial Advisor Needs An Executive Assistant
Friday, 27th October 2023
Good episode? Give it some love!
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It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's not just simple "To Do" list items that an advisor might miss.
It could be important client updates or opportunities that lead to business growth.
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Modern Financial Advisor
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.Join Podchaser to...
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