Tammy talks with financial advisor Julie Ann Hepburn about what she has done in her career, and it is remarkable. She has created a system where advisors can create a library of information for their assistant so that their assistant can be successful for them… a program that is just for advisors!
To learn more about the Prosperity Economics Movement
Links and Resources from this Episode
- Julie Ann’s email: info@FinancialVA.com
- Financial VA website: http://financialva.com/
Show Notes
- Being known as “Wonder Woman” – 1:53
- Having a virtual assistant – 4:06
- Why to hire an assistant – 5:22
- What they’ve developed – 6:46
- How the virtual assistant can be successful – 8:05
- Getting everything set up – 9:24
- This is not only for advisors – 18:39
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