Ep. 71 - Bridging Generations and Genders in Finance with Julie Johnson

NoBS Wealth

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Join us on this inspiring episode of the Nob$ Wealth "Money Mindset Series" as we dive deep into the heart of financial planning with the extraordinary Julie Johnson. With a career spanning over two decades, Julie brings a wealth of knowledge, empathy, and innovative strategies to the table, challenging the traditional norms of the industry. This discussion isn't just about wealth management; it's about understanding the core of what makes financial planning truly meaningful — building genuine relationships and fostering emotional connections.

🔗 Important Links:

• Julie Johnson's Website: XY Communications
• LinkedIn: Julie Johnson
• Twitter: Follow Julie
• Instagram: Julie's Insights
• YouTube: Julie Johnson's Channel

🎧 Listen to the Full Conversation:

• Spotify: Nob$ Wealth on Spotify
• Apple Podcasts: Nob$ Wealth Podcast

In this episode, Julie shares her journey from breaking into a male-dominated industry to becoming a beacon of change, emphasizing the importance of empathy, honesty, and personal connection in financial advising. Whether you're an industry professional looking to enrich your practice or someone navigating your financial journey, this conversation is a treasure trove of insights, experiences, and empowering advice.

Don't forget to subscribe to our channel for more insightful discussions from the "Money Mindset Series," and hit the bell icon to stay updated on our latest episodes.

💡 What You'll Learn:

• The transformation of financial planning from transactional to relational.
• The impact of emotional engagement and trust in building client relationships.
• Strategies for overcoming industry stereotypes through authenticity and vulnerability.
• Navigating generational and gender dynamics in financial advice.
• Julie's vision for the future of financial planning and how we can all contribute to a more empathetic and inclusive industry.

Join the conversation and let us redefine the essence of financial planning together. For more insights and updates, follow us on our social media platforms:

• LinkedIn
• Twitter
• Instagram

We look forward to seeing you in the comments section below. Share your thoughts, questions, or personal experiences related to financial planning and building meaningful client relationships. Julie and our team are eager to engage with you and provide further insights.

#FinancialPlanning #MoneyMindset #JulieJ

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