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.
When 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.
In this episode, I talk to Brian Ruff - an independent financial advisor that I hired in 2013 to help me with my own practice. We talk about his start in the business, what lead him to going independent and what our agreement looks like today.