What every financial advisor needs to be delegating with Lisa Seal
Retirement Tax Services Podcast · Retirement Tax Services
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Show Notes
In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applying expert level skills to tasks that many would see as a nuisance. Belay was also kind enough to provide a free resource for all listeners so make sure you listen to the end.