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The Perfect RIA

83 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance RockstarsWebsite

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 … read more


Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

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In this installment of the Perfect RIA podcast, CEO and Founder of Athena Executive Services joins us in the studio and shares her wisdom on why hiring an executive assistant can and should be an enriching and ultimately game-changing decision in one’s professional life. By giving clear-cut examples in her interview, Gina establishes the importance of “inspecting instead of expecting” results from your executive assistant. In brief, when an executive has done their due diligence and inspected adequately, then proper delegation of tasks is possible.

Gina states that once the appropriate amount of time has elapsed, and any learning curves have been superseded with mutual understanding, the investment made in an executive assistant (or a virtual executive assistant) is worth the initial time it takes to get on the same page.

And to design the correct dynamic between executive and assistant, an executive needs to truly inspect the work that is done. This means that guidelines need to be expressed clearly, and tasks explained properly. Once the input and output coalesce into a coherent whole, a very streamlined process is the outcome. And as a result, you have successfully created a mechanism that enhances the value of your enterprise and your time.

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