34. Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication

On the Circuit
14/11/2023 17 min

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Episode Synopsis

Curiosity and vulnerability are the keys to building an authentic, diverse firm, says Julie Johnson, President and CEO of XY Communication. When you know yourself, you can attract the right clients. And now is a crucial time as ever for advisors to embrace authenticity — the generational wealth transfer is around the corner and more females and younger adults under the age of 55 will hold assets under management. These populations yearn for a safe, transparent, friendly financial professional...

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