If you're looking to work in the financial industry as a VA, this is the episode for you. Kiri interviews Gabe Nelson who has worked with Virtual Assistants within his own company, Gabe Nelson Financial. In this episode, he explores VAs that would be good fits for financial advisors.
Gabe Nelson earned a BS in Economics from South Dakota State University in 1995, began working in financial services immediately following graduation, obtained his Certified Financial Planner® Designation in 2006, and founded Gabe Nelson Financial in 2008.
04:21 - What is a CFP?
08:16 - Avoiding the Big Mistake
18:28 - VAs for financial advisors
20:48 - Why Gabe chose virtual staffing
23:39 - The difference VAs make for their clients
26:00 - Management tools
30:01 - Gabe on the process of hiring VAs
34:13 - How to address mistakes
36:57 - What makes a rockstar VA
Books mentioned in this podcast...
The Seven Stages of Money Maturity
The Daily Stoic
To find out more about Gabe, you can find him here or listen to his podcast.
Like the podcast? Want more with me and your peers? Join the AVA when we open again! We’re at associationofvas.com. We’d also love for you to share! You can tag us at @associationofvas on social media. If you’re a virtual assistant who wants to be featured, simply fill out the application on our page. Until next time, stay organized and professional!