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Over the course of the Building Your Band series, you have learned how to identify when you need a band of rock stars, how to find your rock stars, how to communicate with them, and more. Now is the time to hear from my personal experience. I am excited to share with you my own band of rock stars.
On this episode, you’ll hear an interview with my very first rock star, Vicky Sawyer. Listen in to learn what Vicky does to help my band rock and how you can use a virtual assistant to rock your business.
You will want to hear this episode if you are interested in…
- Hearing Vicky’s story [3:22]
- What Vicky does for my business [7:30]
- What works well for our team [9:42]
- What should people look for when bringing on a VA [12:29]
- Tips for working with your own VA [14:21]
How I found my first rock star
Vicky works for a firm called Total Office Incorporated. This company helps match financial advisors with the right virtual assistant to meet their needs. Total Office was referred to me by an advisor friend. Vicky started working with me slowly by helping me with emails and light office work and then she quickly eased right into my business. Once I realized all she could do our relationship really took off. Now she can set up custodians and develop workflows and processes.
Vicky’s expertise can help me in many ways
In addition to managing my office, Vicky manages several other financial advising offices. During her time in this niche she has noticed that although we all use the same systems, each advisor is different in how they utilize those systems. Since she has seen so many different ways to use these systems she can also advise her clients on how to most effectively use them. Do you use a VA? How does your virtual assistant help you stay on track?
Communication is key
Vicky has noticed that effective communication is the key to building relationships. She makes sure to get to know her clients and their customers as professionals as well as people. She understands how important it is to communicate well to build a band of rock stars.
Have you started building your band of rock stars? Once you find the right members of your band there is no limit to what you can accomplish.
Check out my website if you are interested in FREE resources. Not only do we have financial planning worksheets, but we also have worksheets to help you get started building your own team of professionals. Click here to check them all out!
Resources & People Mentioned
- BOOK – Drive by Daniel Pink
Connect with Vicky Sawyer
Connect With Gabe Nelson
- FREE Downloadable Resources at https://www.gabenelsonfinancial.com/resources/
- EMAIL: Gabe (at) GabeNelsonFinancial.com
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- Follow Gabe on Twitter: @GabeNelsonCFP
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Audio Production and Show notes by
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