Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business.
Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations
28 Launch planning: navigating the financial needs of children
27 Succession planning: exit strategies for a smooth client experience
26 ESG: Doing well and doing good with your portfolio
25 Alexa, invest in fixed income
24 Now what? Fred Reish on the future of DOL’s fiduciary rule
23 Inside look at the strategies of the most successful advisors
22 International investing themes for 2017 and beyond
21 Helping clients determine who will be their caregiver
20 Health wealth connection: making the connection tangible
19 The best learnings of 2016
18 The risky business of risk assessment
17 The 5 year outlook
16 Peeling back the onion: fund fees
15 Live from Schwab Impact
14 Create, curate and connect: social media for advisors
13 Tax loss harvesting
12 Re-enrollment: Framing the discussion for success
11 The art of communication
Start selling through clients
Team approach vs. rainmaker approach
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