Joslin Burr is a Business Relationship Manager III and Advisor Specialist at NFA, serving as a subject matter expert (SME) for business relationship managers, advisors, and staff. With over 11 years of financial industry experience and 21 years in customer service, she specializes in advisor onboarding, training, and operational efficiency. Joslin plays a crucial role in streamlining business processes, facilitating advisor transitions, and enhancing CRM systems to improve advisor-client relationships and overall firm productivity.
In her six years at NFA, Joslin has been instrumental in leading advisor transitions, training new advisors and staff, and optimizing the firm’s CRM systems. One of her key accomplishments includes spearheading the transition from Redtail to Wealthbox CRM, ensuring a smooth migration and enhanced efficiency for advisors. Her expertise in financial operations comes from diverse roles at American Funds, IPI, and Allianz Bernstein, where she gained deep insights into client relations, retirement planning, and operational management.
Joslin thrives in creating structured onboarding experiences for new advisors, ensuring they integrate seamlessly into NFA’s culture while equipping them with the tools to succeed. She is also an AOE specialist for Premier Admin Advisors, offering advanced operational expertise to support high-level financial professionals. Her proactive approach to problem-solving and process improvement has helped advisors enhance their workflow and maximize client service.
What drew Joslin to NFA was its commitment to personalized financial guidance and ethical business practices. She values the firm’s hands-on, relationship-driven approach, which allows her to make a meaningful impact. As NFA continues to expand, Joslin is excited to contribute to its growth and innovation, leveraging her extensive experience in CRM management, business development, and financial operations. She is passionate about helping advisors succeed while continuously expanding her own expertise.
Joslin embodies NFA’s Five F’s—faith, family, finance, fitness, and fun—by fostering a collaborative and supportive work environment. She is motivated by the opportunity to positively impact advisors, streamline processes, and enhance overall business efficiency. Her professional goal is to continue developing her leadership skills and financial operations expertise, ensuring she provides exceptional value to both the company and its clients.
Outside of work, Joslin enjoys spending time with family and friends, attending concerts and comedy shows, and unwinding with moments of relaxation. She lives by the philosophy: “Reality is created by the mind; we can change our reality by changing our mind.” Her dedicated, team-oriented work style ensures she remains a driving force in NFA’s success, always stepping up to lead, support, and inspire those around her.
