Julie Ann Hepburn
Julie Ann is a licensed Life, Health and Long-Term Care (LTC) insurance professional and an Investment Advisor Representative (IRA) under the Partners 4 Prosperity Registered Investment Advisory (RIA). She is a member of the Prosperity Economics Movement Advisors’ Network and the Eldercare Financial Network.
Online Business Manager
Mimi has been in the online business industry for 12+ years. She started as a virtual assistant to help her clients get back to their passion by taking the busy work off of their plate and is now a Certified Online Business Manager managing their teams for them.
Working with financial advisors for more than 6 years, she has been able to set up different business systems and streamline their process with documentation and videos. She brings her technical understanding and knowledge of funnels, launches, product creation and course development to help her clients achieve success.
Financial Virtual Assistant
Annabelle has been in the financial services industry for 6+ years. She is considered to be an expert when it comes to the policy application process and has helped insurance companies with fixing errors in their software.
Through the different organizations she has worked with, she has created and developed training modules and lessons. She holds multiple certifications including Certified Digital Marketing Professional, Certified Customer Acquisition Specialist, Certified Cloud Security Professional, and more. She brings over 8 years of experience in the virtual assistant industry.