Przejdź do trybu offline z Player FM !
Delegate to Elevate with Lisa Zeeveld
Manage episode 420483737 series 2940942
Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in as Lisa and Steven explain why a VA is an investment every Financial Advisor serious about leveling up should make. And because we are all about taking action and delivering massive value Lisa has a free resource for all of our listeners to help jump start the delegation process.
114 odcinków
Manage episode 420483737 series 2940942
Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in as Lisa and Steven explain why a VA is an investment every Financial Advisor serious about leveling up should make. And because we are all about taking action and delivering massive value Lisa has a free resource for all of our listeners to help jump start the delegation process.
114 odcinków
Wszystkie odcinki
×Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.