Improving Intergenerational & Gender Communication for Greater Financial Advisor Success!

Let's Chat!

Improving Intergenerational & Gender Communication for Greater Financial Advisor Success!

Let's Chat!

What people are saying about Julie…

“Julie was the only female partner on a Barron’s/Forbes award winning team from 1996-2010. She is often asked to speak as an authority regarding relationship management, business development, intergenerational communication and connection and gender communication.”

~Mark Tibergien
Ret. CEO

“Julie’s superpower is that she is truly authentic and engaging, whether she is speaking to an audience of hundreds, facilitating a group training, or in one on one coaching and conversations. She will bring what’s really going on out of anyone because she makes you feel safe to do so.”

~Minna Taylor
Author, Actress, Confidence & Public Speaking Coach

~Taylor Conroy
Social Entrepreneur, Speaker, Activist

“Whether it is a conference room filled with people, or a one on one conversation, Julie makes you feel safe and engaged from moment one. Her authenticity and passion is captivating!”

~Christine Richardson
Managing Director, FPA

“Julie was able to build a close and trusting relationship with our team quickly. Her work with the younger FA’s, helping them to find their confidence and feel much more comfortable when connecting with existing clients and growing the relationships with their families. Thanks to the ongoing training and support provided by Julie, the loyalty that we have with our clients has grown, and we are far more comfortable navigating challenging conversations with them, as well as advising throughout the transition of wealth.”

~Chris R.
Denver, CO

“Thank you Julie Johnson! Our collaboration with you makes the magic happen!”

~Stacie
Head of Advisor Success
Perigon Wealth

“When we brought Julie on, I was frustrated because I had brought on a new FA and the two of us were not connecting at all, and I didn’t understand why. Needless to say, it was negatively affecting the success of our team. Through ongoing conversations with each of us separately, as well as bringing us together, by working with Julie we were able to understand why there was conflict and alleviate it. This has also opened my eyes to the amazing value that someone with a different perspective can bring to me, and to our clients.”

~ Thomas M.
San Francisco, CA

“I have known Julie for years. Working with her has been on ongoing source of solutions and support which has led to meaningful growth.”

~ Robert V.
South Texas

“I love presenters who can edu-tain.” 

~ Penny Phillips

Building Trust

Connection & Communication

Intergenerational Connection

A recent study by Harvard states: “Greater than 65% of people with more than 15 years between them, do not know how to solidly or successfully connect and communicate with each other.” At work, the disconnection across generations is even greater.

Why does this matter?

  • Loyalty and engagement with each other
  • The ability to build solid relationships with clients
  • New business development
  • Bottom Line ROI

If you are experiencing challenges with your own ability, your team’s ability, or your company’s ability to efficiently and effectively communicate and thrive through building loyalty and trust, due to a breakdown in communication, we can help you.

Let's Chat!

Gender Communication Differences

There is power in understanding how men and women communicate differently at work. Learning how to come together, deciphering the differences, and beginning or continuing the respect and loyalty of all parties. This is one of the main steps to personal as well as team success.

I will assist you in breaking down and translating the challenges that lie between men and women in the work place. The variance in expectations, vernacular, body language, even tone of voice. Men, women and each individual  ‘need’ different things to produce at their peak of performance. Together, we will determine what those needs are.

Areas of Focus

  • Teams experiencing change or in transition
  • How to translate ‘man speak’. Helping individuals navigate and communicate effectively in an alpha-dominated industry. 
  • Personal success. What’s holding you back and how do we help you become the best version of yourself?
Let's Chat!

Speaker / Facilitator

CONFERENCES/WORKSHOPS

 

Julie is an expert in the innate communications struggle between men and women and now, between older and younger generations in the workplace.  As a public speaker, Julie is certified globally by The Association for Coaching and The National Speakers Association.

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Coaching Teams

EXECUTIVE LEADERSHIP

 

Gallup polls, Harvard Business studies, and many other reputable sources prove that when there is a disconnect in communication and real understanding of the WHY behind your team’s mission statement and bottom line goals, your productivity and chances for success meaningfully diminish.

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1-on-1 Intensives

INDIVIDUAL COACHING

 

Invest in your people and yourself.  Learn how to communicate better with your clients, peers, and your teams.  Increase connection, engagement, and loyalty for greater personal and business success.  We can work together on resolving conflicts & challenges you are currently facing.

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