Why Every Financial Advisor Needs An Executive Assistant

from Modern Financial Advisor · host finservMarketing

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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This episode is 51 minutes long.

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This episode was published on October 27, 2023.

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