Onboarding and Turnover Strategies With Becky Casstevens-Bellury

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-08-06

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