With over 20 years of experience in the financial services industry, Julie believes that financial professionals sit in the industry’s most difficult seat. As a registered corporate coach, she has extensive experience in coaching financial professionals and their teams, to help them not just create a vision for their practice but also achieve it. In addition to coaching, Julie’s passionate about engaging and educating financial professionals and their clients to prepare them for long-term demographic and lifestyle changes that lay ahead.
That way, they don't need to leave the comfort of their home, or take time away from their family, work or travels. Remind clients that even when they are spending time socially distanced, and are busy with their own life commitments, you are overseeing their portfolio and financial plan.8 March 2021
Any advanced degree or designation takes time away from the business, clients, family (and) hobbies.8 March 2021
With the potential for a correction ahead and a wave of advisors on the cusp of retirement, it’s critical for advisors to identify and nurture talent to help weather potential volatility. Both specialized and intrapersonal skills will be at a premium as firms must find new ways to provide value to clients.8 March 2021