A Program Specifically Designed For Financial Advisors with Julie Ann Hepburn – Episode 227

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! 

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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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