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

Unsure of the hard returns on coaching and training? See the results of this 2021 study on Client Acquisition Results.

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.

As seen on:

SCHEDULE A CALL TO LEARN MORE

Please Fill Out The Form Below To
Receive Your FREE Copy Today!

SEND MY FREE COPY OF THE BOOK
close-link

Please Fill Out The Form Below To
Reserve Your Spot!

SAVE MY SEAT!
close-link
Fill Out The Form Below To Schedule Your Call!
Schedule A Call
close-link
Join Our
Newsletter!
SUBMIT
close-link

Please Fill Out The Form Below To
Reserve Your Spot!

SAVE MY SEAT!
close-link

Register For This Free Teleseminar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link
Please fill out the form below to provide your feedback on the most recent training event.
Submit Feedback
close-link

Register for Your Copy!
Please fill out the form below

REGISTER NOW!
close-link

Register For This Free Teleseminar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register And Get YOur Complimentary Access
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

To Find Out More Fill In Your Information and Be Directed To The Program Description.

REGISTER NOW!
close-link

SEND MY FREE COPY OF THE BOOK
close-link

Please fill out the form below to download your free copy.

DOWNLOAD MY FREE COPY
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

SUBMIT
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Please fill out the form below to download your copy.

DOWNLOAD!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Register For This Free
Webinar Today!
Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Receive Complimentary Recruiting Book
Please fill out the form below to reserve your copy.

REQUEST COPY NOW!
close-link

Please fill out the form below to reserve your spot.

REGISTER NOW!
close-link

Please fill out the form below to begin our survey.

Submit
close-link

Submit
close-link

Receive Complimentary
"The Game Playing Field"
Download will begin once you fill out the form below.

DOWNLOAD NOW!
close-link

Receive Complimentary
"34 business development strategies diagnostic"
Download will begin once you fill out the form below.

DOWNLOAD NOW!
close-link

Receive Complimentary
"The Kelley Group Role Audit diagnostic"
Download will begin once you fill out the form below.

DOWNLOAD NOW!
close-link

Receive Complimentary
"Team Diagnostic tool"
Download will begin once you fill out the form below.

DOWNLOAD NOW!
close-link

Please fill out the form below to begin our survey and receive the scripts. 

Submit
close-link

Please fill out the form below to download your copy.

DOWNLOAD!
close-link

Please fill out the form below to download your copy.

DOWNLOAD!
close-link

Please fill out the form below to begin our survey and receive the scripts. 

Submit
close-link