TO MY VIRTUAL OFFICE.
TO MY VIRTUAL OFFICE.
Hello! My name is Brittany Norling and I'm the Senior Virtual Assistant for Advise Simply! I started my career in the financial industry in 2018 and have my Series 65 license. While working as an advisor, I learned the importance of smooth and efficient administrative systems - and how much I enjoyed them.
Advise Simply is a solution to help improve the efficiency of financial advisors who spend more time on paperwork than with, or growing, their clientele. The time advisors spend with their clients is invaluable and ultimately determines the client's experience. Delegate the tasks you enjoy less with our virtual administrative services and spend more time on what matters most.
Brittany Norling
Senior Virtual Assistant
Account Opening, Cashiering, TOAs, Periodic Plans
Meeting Preparation, Marketing and Event Invite Lists, Birthday/Anniversary System
Daily Questions, Schedule Appointments, Recap/Next Step Emails
Create, Update, and Complete Client Profiles and Households, Data Entry, Upload Supporting Documents
Our discovery call is where I learn more about you, your business, and your specific needs. We talk about how I can be of assistance, your expectations and availability, and develop a draft plan for our working relationship.
After we've come up with a plan that is unique to you and your business needs, we will sign the appropriate documents and conduct an on-boarding meeting. We will discuss what is needed to start the process and establish access to any necessary tools.
Now that everything is in place - you can start spending more time on what matters most, and Advise Simply.
Open today | 08:00 am – 06:00 pm |
Copyright © 2020 Advise Simply - All Rights Reserved.
Powered by GoDaddy Website Builder