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21. How Did We Get From Advisor to Mentor? with Julie Johnson
Manage episode 459194725 series 3590071
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Today we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations.
We also explore the growing role of women in finance, the importance of mental health, and the concept of "funded contentment"—a balance between financial security and living a fulfilled life.
Connect with us!
Referenced in our conversation:
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