176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

176: Tricia Sciortino - How To Hire An Assistant Who Actually Buys Back Your Time

July 8, 2026 · 1h 2m · Episode 176

About this episode

Tricia Sciortino discusses the importance of hiring the right assistant to improve time management and business growth for financial advisors.

SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl A lot of financial advisors say they want more growth, more freedom, and more time with their family. But their calendar tells a different story. They’re still answering every email, booking every flight, handling every follow-up, managing every client detail, and trying to squeeze high-value work into whatever time is left. The problem is that the work that feels “small” rarely stays small. It compounds. And before long, the advisor who wants to scale the business is spending too much time doing the work that keeps them stuck. Today, I’m talking with Tricia Sciortino, CEO of Belay, about the role most advisors wait too long to hire for, why the right assistant…

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