The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
320 episodes
6 days ago
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
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Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
The Efficient Advisor: Tactical Business Advice for Financial Planners
52 minutes
6 days ago
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
The Efficient Advisor: Tactical Business Advice for Financial Planners
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
