A lot of independent advisors use virtual assistants as part of their business. In this episode, I'll discuss the reasons to consider using remote/virtual assistants in your practice.
Staff
HTGI 036: Choosing your transition staff team--what to look for
PodcastCommentWhen you are making the move to independence, you are learning a lot of new things at once. If you can find someone to help you open accounts and process transfers, you can take a lof of pressure and labor off yourself (and your assistant if you have one). In this episode I talk about things to look for when finding a transition team.