[Los Angeles, April 11,2024] — The Kelley Group welcomes Julie Johnson to their roster of speakers. A leading authority on intergenerational and gender communication and professional development, Julie has devoted her career to helping financial professionals and teams build trust and excel at client engagement.
Julie brings a plethora of unique solutions to the ever-evolving communications challenges financial professionals are faced with. According to Julie, “It’s crucial that financial advisors understand generational and gender differences in communication in order to build trust and to more effectively serve clients and to build high functioning teams.”
Sarano Kelley, co-founder of The Kelley Group, says, “Julie’s focus on client engagement solutions will help professionals and firms grow organically. Her hands-on approach to topics such as business development, practice management, succession planning and recruiting are right in line with the needs of today’s financial advisors.”
Julie has spoken at numerous financial conferences, including Barron’s, FPA, Nitrogen, SHIFT, Wealth Management RIA Edge, Charles Schwab and many others.
Mark Tibergien retired CEO at BNY Mellon Pershing, said, “Julie’s greatest gift is her ability to make people feel safe. No matter the number of people in the room, from the first moment, there is an immediate engagement.”
Along with being a Kelley Group Certified Coach, Julie is a globally licensed member of the International Coaching Federation and a Certified Global Speaker through The National Speaker Association. Specializing in psychological safety and conflict management, she also is a Certified Behavioral Finance Trainer, a Certified Facilitator in Adam Grant & Ray Dalio’s PrinciplesYou program, and a Certified Brene Brown Daring Way Facilitator.
Julie’s extensive experience in the financial services industry includes:
o Former Barron’s winning SVP with UBS and Morgan Stanley.
o Holding CFP and CIMA designations.
o Senior Partner of a financial team with $1 billion in assets under management.
o Successfully managed a 12-member team while taking care of 100+ clients.
To learn more about Julie and the training programs she provides, or to book her for an upcoming event, email Viktor @ [email protected], or CLICK HERE.
ABOUT THE KELLEY GROUP
For nearly three decades, The Kelley Group has helped professionals reach their full potential and become masters of their lives. Co-founders and members of the Forbes Coaches Council, Sarano and Brooke Kelley have impacted millions of lives through radio, television and print enabling men and women alike to accomplish goals far beyond what they thought possible and allowing them to reach a higher level of personal fulfillment in their lives.
Contact: Viktor
Email: [email protected]
