The Efficient Advisor: Tactical Business Advice for Financial Planners 320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Nov 4, 2025
In this discussion, Gina Cotner, CEO of Athena Executive Services and expert in high-end virtual assistance, reveals how financial advisors can thrive through effective delegation. She highlights the strategic role of executive assistants compared to mere virtual assistants. Gina shares key strategies for deciding what tasks to delegate, best practices for onboarding, and how to track accountability without micromanaging. She also emphasizes the importance of mindset shifts and empowering EAs to take ownership, freeing advisors to focus on growth and leadership.
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The Prioritization Wake-Up Moment
- Libby shared a moment when her right-hand asked which tasks to deprioritize, forcing her to choose and rethink priorities.
- That question shifted decision pressure off the owner and taught her not everything can be a top priority.
Ask EAs To Research And Propose Next Steps
- Invite your EA to think through projects and report back with educated next steps rather than micromanaging each step.
- Use their thinking to educate yourself and course-correct as needed while preserving speed and energy.
Schedule Regular Check-Ins And Invest Early
- Schedule regular, protected check-ins with your EA (daily briefly, then taper) and keep them reliable.
- Expect onboarding to be harder initially and invest intensive time early for long-term payoff.