066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other aspect of my life.

In fact, here’s what she said on the pod…

My goal as an EA is to make sure that Brad shows up the best that he can. I want other people to look at our time together, however long it is, and say Brad was a better husband, he was a better father, he was a better founder, and teammate, because Brooke was his EA. I want him to be the hero to his family and the company. That's really my heart, that's my goal in this whole thing.

That is the type of person you want in your corner and I feel so grateful to have her in mine!

In this episode, we’re going to break down exactly what Brooke does for me, why this role is so critical to building a business, and how getting the right person for this role will completely transform how you do business and life.

Whether you’re unsure if you need an executive assistant, you’re actively looking to hire one, or you just want an inside look at how I work with Brooke and what a successful Executive Assistant does, this conversation is for you.

3 of the biggest insights from Brooke Martin …

• Why I believe the executive assistant is the #1 missing role in every financial services firm – but if you value your time, are seeking professional growth, and want a better quality of life, an EA should probably be your FIRST hire!

• What to look for when you’re hiring an executive assistant – Brooke outlines 4 key traits to identify as you interview potential candidates.

• How to manage your calendar and your inbox more effectively – these tips are huge time savers that will help you stop working on someone else’s to-do list and start working on your own!

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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