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.

Episode metadata supplied by the publisher feed · Published Oct 27, 2023

Embed this episode

Attribution link and audio player

NOW PLAYING

Why Every Financial Advisor Needs An Executive Assistant

0:00 51:02

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Modern Financial Advisor?

This episode is 51 minutes long.

When was this Modern Financial Advisor episode published?

This episode was published on October 27, 2023.

Can I download this Modern Financial Advisor episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!