The Advisor Advantage

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


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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 assistants so that their assistants can be successful for them… a program that is just for advisors! 

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode 

 

Links and Resources from this Episode

 

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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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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