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Heather Wills
I lead & empower a Recruiting Team. Lets connect! 📲(916) 296-5969 📸IGram @HeatherTheRecruitingExpert
Professional Background
Heather Wills is a seasoned professional with a wealth of experience in recruitment and team leadership within the financial services industry. She is currently serving as the Assistant Vice President and Director of the National Advisor Recruitment Team at Lincoln Financial Network, where she plays a pivotal role in attracting top-tier talent to the organization. Heather's career trajectory reflects her deep commitment to fostering a robust recruitment strategy that aligns with the dynamic needs of the financial sector.
Before her current role, Heather held the position of Regional Director of Recruiting at Lincoln Financial Network. In this capacity, she successfully spearheaded recruitment campaigns that not only filled essential positions but also enhanced the organization's brand in a competitive marketplace. Her ability to identify potential leaders and guide them through the recruitment process has established her as a key player in the field.
Education and Achievements
Heather Wills earned her Bachelor of Arts in Communications from California State University - Sacramento, where she honed her skills in effective communication and relationship-building. Her academic journey laid a solid foundation for her professional endeavors, equipping her with the tools needed to excel in her career. The knowledge she gained during her studies has become instrumental in her ability to connect with candidates on a personal level, ensuring a positive recruitment experience for all involved.
Throughout her career, Heather has demonstrated exceptional skills in communication, leadership, and strategic planning, making her an invaluable asset to Lincoln Financial Network. Her experience in team development and recruitment has led to numerous successful hires that have significantly contributed to the organization's growth and success in the financial advisory space. Heather's dedication to mentoring and coaching new advisors further showcases her passion for empowering others, ensuring they have the knowledge and skills necessary to thrive.
Achievements
- Appointed as the Assistant Vice President and Director of the National Advisor Recruitment Team at Lincoln Financial Network, where she leads efforts in attracting top talent and enhancing organizational success.
- Previously served as Regional Director of Recruiting, where she was instrumental in developing strategies that streamlined the recruitment process and optimized talent acquisition.
- Successfully implemented recruitment campaigns that reinforced Lincoln Financial Network's reputation as a leading firm for financial advisors, thereby attracting high-caliber candidates to the organization.
- Known for her commitment to mentoring emerging professionals in the financial industry, enabling them to navigate their careers with confidence and expertise.
Heather's journey in the recruitment domain reflects her unwavering dedication to excellence and her passion for building strong teams. Her experience, combined with her educational background in communications, enables her to stand out as an industry leader within the financial services sector. Heather Wills continues to inspire her colleagues and peers through her relentless pursuit of talent and her commitment to nurturing the next generation of financial advisors.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
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Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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