JULIE JOHNSON
A Kelley Group Certified Speaker and Trainer
Julie Johnson, director of XY Communication, a division of The Kelley Group, has been an integral voice in the financial services industry for more than 25 years. A Kelley Group Certified Speaker and Trainer, she is a leading authority on intergenerational and gender communication. Julie provides proven solutions to help professionals, teams and firms with organic growth, business development, practice management, and succession planning… all through utilizing the best forms of communication, engagement, negotiation, and trust building.
As a member of the esteemed Forbes Coaches Council and a former Barron's winning SVP with UBS (CFP & CIMA), Julie is known for her in-depth and intuitive industry knowledge. Specializing in psychological safety and conflict management, Julie is a Certified Behavioral Finance Trainer, a Globally licensed member of the International Coaching Federation, and is a Certified Global Speaker through The National Speaker Association.
Speaking and training topics include:
- Building trust and engagement with women clients: Connecting with improved communication skills
- Building trust and engagement with Millennials and Gen Xers: Speaking their language and understanding their perspective
- Creating synergy within multi-generational teams with improved communication skills
- Succession Planning: Understanding and navigating the emotional side and potential conflicts that can occur during the succession planning process
- Family wealth transfer: Creating synergy while navigating multi-generational dynamics and emotional conversations
- The Art of Negotiating the Recruiting Deal
Julie’s topics are equally applicable to advisor/client and leader/team relationships, and many are approved for CFP CE Credits.
“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.”
-Mark Tibergien retired CEO at BNY Mellon Pershing
“I have worked with Julie for years. She has supported and guided me in almost every aspect of my business and professional life. Through all of the ups and downs, Julie has made me feel heard, and has offered countless solutions toward business growth, navigating and increasing engagement with clients, asking for and closing referrals, navigating multi-gen client relationships and so much more.”
-Kelsey Shive, SVP Wealth Management UBS Financial Services
Three times FORBES Award Winner
The Impact of Coaching
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ABOUT THE KELLEY GROUP
For nearly three decades, The Kelley Group (TKG) has helped professionals reach their peak potential and become masters of their professional and personal lives.
The Kelley Group’s popular and timely training programs have been featured on shows such as Good Morning America, CNN, CNBC and Fox Business as well as appearing on every PBS channel. They were regaled in the media for the staggering results experienced by participants.
Sarano and Brooke Kelley are co-authors of the best-selling book, The Game: Win Your Life in 90 Days, and Reversing the Deal Flow: The Secret to Prospects Calling You to Become Clients, a cutting-edge book that continues to be a guiding force for building a successful financial advisory practice. They also authored the industry’s only book that provides managers with a successful formula for recruiting top talents to their firms, The Recruiting Conundrum.
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