Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
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 assistant
How to decide what to delegate and when to hire help
Mindset shifts that make delegation more effective and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.