Heather gets all of MB Capital Solutions client information into their appropriate systems; whether they meet at a networking event or through a referral partner, it goes into the systems accordingly. Heather also schedules calls with clients to speak to the advisors. She makes sure the client has a productive conversation with the advisor by prepping them as far as what to expect, the overall process, and answer any additional questions they may have.
Heather enjoys talking to the clients and making sure they have everything they need and feel comfortable working with MB Capital Solutions. She also takes pride in making sure the advisors calendars are filled and that they are ready for their upcoming calls with clients.
On a personal level, Heather is expecting her first child, which is due in December. She loves doing artwork and going on road trips for concerts or just to go out of town and on an adventure. Heather is a little spunky and brings the team some comedy when she can.
Emily schedules calls with clients to speak with the MB Capital Solutions advisors. She preps the client for the call by answering any questions they may have and letting them know what to expect. She also ensures the advisors have all they need to have a successful call with the clients by prepping their personal client file with all of the information needed.
Emily takes pride in a job well done. She enjoys communicating with the clients and strives to spark a little laughter in each of her calls. She also enjoys the satisfaction of knowing she’s helping not only the clients but the advisors as well. A well-scheduled full calendar for the advisors is what she considers an accomplishment.