The Perfect RIA
Avsnitt

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

The Perfect RIA
Dela

In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships, onboarding strategies, and handling turnover seamlessly. Whether you're new to virtual assistants or managing ongoing VA relationships, this conversation is packed with practical advice to boost productivity and reduce friction.

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Becky Casstevens-Bellury Website | LinkedIn
- Learn More about our Coaching Programs

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Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.