Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
The Perfect RIA · The Perfect RIA
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Show Notes
Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares that while Micah's search for the right fit had its challenges, it's imperative to find someone who clicks with your needs, fast-tracking the onboarding process and creating a solid partnership. Patience, open communication, and daily collaboration are the keys to success during the first few months, but this can lead to you leveling up your practice and finding the perfect assistant to help you thrive!