Podcast: Gabe Nelson: Hiring Specialist Rockstar Virtual Assistants

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 – https://www.amazon.com/Seven-Stages-Money-Maturity-Understanding/dp/0440508339

The Daily Stoic – https://www.amazon.com/Daily-Stoic-Meditations-Wisdom-Perseverance/dp/0735211736

To find out more about Gabe, you can find him at https://www.gabenelsonfinancial.com/ or listen to his podcast at https://www.gabenelsonfinancial.com/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!



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