Building a firm that reflects your values does not happen by accident.

In this episode of Focused on the Future, host  Suzanne Siracuse talks with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, about creating an inclusive culture, serving clients without traditional minimums and using technology to strengthen relationships. Julia also shares insights from her new book, Let’s Get You Fired, which helps entrepreneurs step back so their companies can grow.

Julia also describes how she built Financial Freedom from the ground up, why she hires from her client base, how the Inspired Wealth program supports emerging investors, and how AI is reshaping client service and advisor training.

Key takeaways:

- How Julia went from a 19-year-old bank teller to launching Financial Freedom Wealth Management at age 23
- The way her own “misfit” experience sparked an inclusive, values-driven culture that hires from unexpected places
- How the Inspired Wealth program lets the firm serve people below traditional asset minimums while staying profitable through revenue-based design and focused coaching
- Why her upcoming book Let’s Get You Fired helps entrepreneurs step back, build strong teams, and grow values-based and valuable companies with a strong lens on generosity
- How JUMP AI, Salesforce and Microsoft Copilot are reshaping notetaking, prep, training and client experience while freeing advisors to focus on real conversations

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Julia Carlson:
 
Website: Financial Freedom Wealth Management Group - https://www.financialfreedomwmg.com/ 
LinkedIn: Financial Freedom Wealth Management Group - https://bit.ly/49YHuTa 
Website: Julia Carlson - https://www.thejuliacarlson.com/ 
LinkedIn: Julia Carlson - https://www.linkedin.com/in/thejuliacarlson/ 
Books by Julia Carlson - https://www.thejuliacarlson.com/books 

About Our Guest:

Julia Carlson is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes, she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.

Julia has been identified as an InvestmentNews 2020 Women to Watch honoree. She was also recognized as one of Forbes’ 2018-2022 Top Women Wealth Advisors as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and Vice President for the Pacific Communities Health District Foundation Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.

Julia has been interviewed by Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.

Leading With Values, Growing With Intention with Julia Carlson

Eric Volmar is teaching lead at the Gordian Knot Center for National Security Innovation at Stanford. His work focuses on connecting defense, academia, and entrepreneurship to accelerate innovation for national security, supporting new ventures at the intersection of technology and policy. In this presentation – followed by a conversation with Tina Seelig, executive director of Knight-Hennessy Scholars and director emerita of the Stanford Technology Ventures Program – Volmar advises entrepreneurs about how to navigate a new landscape shaped by a shift to deep tech, blended capital, and governments reengaging with technology innovation.

Entrepreneurial Thought Leaders and other Stanford eCorner content is produced by the Stanford Technology Ventures Program (STVP), the entrepreneurship center at the Stanford School of Engineering. STVP empowers aspiring entrepreneurs to become global citizens who create and scale responsible innovations.

CONNECT WITH US
YouTube: https://www.youtube.com/user/ecorner  
X: https://x.com/ECorner  
LinkedIn: https://www.linkedin.com/company/stanfordtechnologyventuresprogram/  
Bluesky: https://bsky.app/profile/stanfordstvp.bsky.social 
 
LEARN MORE
STVP: https://stvp.stanford.edu/ 
eCorner by STVP: https://stvp.stanford.edu/ecorner 

Support our mission of providing students and educators around the world with free access to Stanford University’s network of entrepreneurial thought leaders: https://stvp.stanford.edu/giving-to-stvp/.


Eric Volmar (Stanford University) - A New Entrepreneurship Playbook

When companies decide to modernize their tools, they quickly realize the importance of reliable Odoo Integration Malaysia solutions. At PeppolSync, we’ve handled integrations for teams that manage inventory, sales, finance, and multi-company operations across different regions. The goal is always the same—no unnecessary complexity, no fragile connections, just a system that truly speaks to your workflow. Our approach to Odoo Integration Malaysia focuses on stability, user adoption, and practical automation, ensuring your existing tools and new digital processes work smoothly together. With hands-on guidance and structured testing, your operations shift into a more connected and efficient rhythm.

Seamless Odoo Integration Built for Real Operational Needs

In der neuen Folge des Bertelsmann Business Podcasts „Kreativität & Unternehmertum“ spricht n-tv-Moderatorin und Podcast-Host Isabelle Körner mit Ingrid Heisserer, Finanz- und Personalchefin von RTL Deutschland.

Die gebürtige Französin blickt auf eine beeindruckende internationale Karriere zurück: Bevor sie zu RTL Deutschland kam, war sie viele Jahre in unterschiedlichen Management-Positionen beim französischen Konzern L’Oréal tätig. Im Gespräch erzählt sie, wie sie den Wechsel von der Konsumgüterindustrie in die Medienwelt erlebt hat, was sie an der Dynamik von RTL Deutschland besonders reizt – und wie sie die Themen Finanzen, Transformation und Unternehmenskultur miteinander verbindet.

Außerdem spricht Ingrid Heisserer über Führung in Zeiten des Wandels, den Einfluss ihrer internationalen Erfahrung auf ihre Arbeit in Deutschland und darüber, wie Werte, Kreativität und unternehmerisches Denken den Erfolg eines Unternehmens prägen können.

In den 45- bis 60-minütigen Episoden des Bertelsmann Business Podcasts geben Top-Managerinnen und -Manager aus dem Bertelsmann-Konzern im Gespräch mit Isabelle Körner exklusive Einblicke in ihre Arbeit und erzählen, welche Rolle Kreativität und Unternehmertum in ihrem beruflichen Alltag spielen.

Den Bertelsmann Business Podcast gibt es überall, wo es Podcasts gibt – auf bertelsmann.de und natürlich auf RTL+.

Finanzexpertin mit internationaler Perspektive – Ingrid Heisserer im Bertelsmann Business Podcast [DE]

How much do you know about Plan International and the work they do? Listen to Nathalie Piehl, Director for Fundraising & Communication tell gasping stories of the reality of too many girls and women world wide and how the small and big contributions makes a difference. For example, 25 000 SEK will give an entire classrom of girls education for a year!

Listen and reach out to Plan International if you want to contribute to their important work, as an entrepreneur or private person. Company Christmas gifts for example 🎁 

This episode was sponsored by Toborrow - https://www.toborrow.com/, a financial platform for small and medium enterprises.

Next episode we welcome Amazon's representation - Ebba Lagercrantz, CEO of Pändy.

Plan International with Nathalie Piehl & Sara Sorbet

(NOTE regarding this episode: Ben and I both live in semi-remote areas with not the best internet connectivity, and this shows here-and-there in this episode with some audio-oddities. I am very sorry about that, but nevertheless, listeners can contextually understand Ben’s points when the hiccup periodically occurs.)

Dr. Ben Mattingly along with his wife, Jennifer Mattingly, PA-C, founded and own Wild Med Adventures. He is also the Founder and former Director of the Wilderness Medicine Fellowship Program at Baystate Medical Center, and former Assistant Professor at the University of Massachusetts Medical School’s Department of Emergency Medicine. 

Ben has a passion for the wilderness and has traveled throughout the world, including a year working in a small ER in New Zealand. With his father he’s summited Mt. Ranier, Denali, and Vinson Massif in Antarctica. In 2023, he summited Everest, and completed his goal of tackling the Seven Summits. 

He has taught wilderness medicine while climbing the highest mountain in Mexico, and
in Guatemala, he summited the highest peak in Central America. In addition to mountaineering, Ben rock climbs, scuba dives, backpacks, and is a triathlete, skier, and off-road and extreme sports enthusiast. 

He served as the Team Doctor for an American Hockey League team, and has been active in wilderness medicine and medical education throughout his career. Ben was twice awarded the Outstanding Teacher of the Year by his emergency medicine residents, and he has taught wilderness medicine in over 10 countries.

Boy, talk about living your life in full, Ben is the poster boy for doing so, and in service of others. We started things off with his origin story, what drew him to medicine, to specialize in emergency medicine, and then subspecialize in wilderness medicine. Don’t miss this inspiring and engaging conversation with one of the greats.

“Living a Life in Full” is the conversation you always wanted to have with that person who gave an amazing TED talk, or the author of one of your favorite books, or that inspirational Olympian you always wanted to know more about.
 
This show is for the intellectually curious. You want to not just know more about the interesting and the innovative, but also what makes them tick, and maybe even what makes them laugh. It’s graduate-level conversations with those making a difference in the world and the lives of others.
 
Living a Life in Full provides durable insights and actionable knowledge, along with a dash of fun. We bring you new ideas and approaches so you can live a life in full.
 
The show is equal parts information and inspiration, but without the aphorisms and Pablum. We cover a wide range of topics in an engaging way—from Burning Man to The Renaissance Weekend, from the United Nations to top universities, Nobel Laureates to astronauts—Chris has an amazing Rolodex.
 
Guests are a who’s who of high-performance athletes, bestselling authors, high-caliber leaders, world changing humanitarians, innovative researchers, amazing start-up founders, clever life-hackers, paradigm busting thought-leaders and global innovators. 

Join our email list to keep in touch: https://tinyurl.com/ALifeInFullSubscription It’s like a gym membership for your brain. 

Tools and podcast notes are available via http://ALifeInFull.org.

Learn more at https://www.DrChrisStout.org/ and https://linktr.ee/drchrisstout 

#wildernessmedicine #emergencymedicine #medicaleducation #entrepreneurship #mountaineering #adventuretravel #alpinism

Ben Mattingly, MD, on How to Live, Learn, and Explore the World

I don't usually do this with clients, but this might be of use to you. &nbsp; Do you ever get super, super angry because you have been holding it in and holding it in? You have been patient, kind, communicative… and this happens with a lot of CEOs. They know they need to make a shift, but they do not do it because they are afraid of the consequences. And of course, the consequences just get bigger. &nbsp; That is what is happening. Then you have a big explosion, an energetic explosion of emotion and pent up frustration that all comes out at once. And then it starts bleeding into every part of your life: your body, your relationships, your family. It is dangerous energetically, more dangerous internally than externally. &nbsp; The internal danger is letting it seep in, letting it burn your system, letting it stick around way too long. &nbsp; So what do you do about that? Sure, you can scream, yell, whatever… but what really needs to happen is: What is the outcome you want to achieve? What is the outcome you have not been getting that has you so frustrated you are at the boiling point? &nbsp; That is my topic today. &nbsp; It has happened to everybody. Because at some point, it is just too much. A client pinged me recently with one of those moments, and I took him through a tool I use. Within 15 minutes, you could see and hear that he was completely neutralized, completely shifted, and ready to find the solution. So we started working on the solution. &nbsp; Most people, when they get that angry and that pent up, cannot see a solution. It feels impossible. But you know how it goes: I am possible. &nbsp; The opportunity you have in moments like this is to ask: What is the treasure in this? What is the ridiculous, absurd, outrageous possibility on the other side that is abundant and possible, even though it feels impossible? &nbsp; It has to be ridiculous. We did this exercise with the same client a year ago and helped him create many millions of dollars in his business. &nbsp; This pent up stuff holds a key, if you let it. If you are willing to look at it and solve it sooner. Most people fester in it, wallow in it, go around and around… and that will never solve anything. That will never get you the result you want. &nbsp; So here is my invitation: Put your left hand on your heart. Take a breath. Take another breath. Take another breath. Take another breath. &nbsp; Stay there. Give yourself a full two minutes of this. Let us reset the breath. The breath is one of the simplest neutralizers you can use, simple but not always easy to access. &nbsp; Let me help you ignite your prosperity again. See you soon. &nbsp; Follow &amp; Let's Get in Touch! &nbsp; Official Links Website:  Conference:  Blog:  &nbsp; Let's Connect on Social Media Twitter:  LinkedIn:  Facebook:&nbsp;  Instagram:  &nbsp; 🎧 Listen to Driving For Your Success Podcast Spotify: &nbsp; Apple Podcasts:  &nbsp; Programs &amp; Resources Free 15-Day Trial: Success Beyond Reason Guided Meditations, Books, Audios and More:  &nbsp; 💡 About Sheevaun Moran Sheevaun is a beacon of guidance and support with over 20 years of experience. She combines personal growth with professional achievement, offering unique insights and practical solutions. Through her work with Energetic Solutions, Energy Mastery, and the charity Create a Bright Life, Sheevaun ensures clarity, purpose, and joy on your path to success. &nbsp; &nbsp; &nbsp; Explore the podcast &nbsp;  &nbsp;  Driving for Your Success Sheevaun Moran

Ep 447: Align Activate Attract

🎸 The Soundtrack to Survival: Why I Wrote a Nu-Metal/Country/Rap Anthem for Leaders.  Business isn't a spreadsheet; it's a brawl.

I spent three decades as a cybersecurity "root cause pathologist," watching great companies get hollowed out by the "Harvester" mindset—the relentless, mechanical pursuit of short-term profits that kills long-term value.
"The Grove (Resilience Fusion)" is the sonic embodiment of that battle.
We fused Outlaw Country (representing the organic roots and human soul of a company) with Heavy Metal (representing the mechanical, crushing pressure of the Harvester) and Rap (the urgent, diagnostic truth). It’s a sonic metaphor for Resilience—the ability to withstand the storm without losing your soul.
This track isn't just an anthem; it’s the soundtrack to my new book, "The Grove: Cultivating Legacy."
If you are tired of the "slash and burn" corporate playbook, this is your fight song. If you want to build a legacy that lasts, the book is your manual.

Stop Harvesting. Start Cultivating. Grow or Die.  

📖 GET THE BOOK: https://a.co/d/aTBBB13 🌐 

Credits:
Concept & Lyrics: Russell Nomer



Welcome To The Grove

In this video I reflect on my mentor Harry Browne, read his poignant letter to his daughter, and explain how Browne’s central lesson—“no one owes you anything”—shaped my thinking and my book The Unchained Man. I break down the practical implications of that truth for relationships, business, and personal responsibility, showing how earning respect and offering real value (value-for-value) frees you from entitlement and leads to more durable happiness.

“No One Owes You Anything — The Brutal Letter That Changed My Life” | Alpha Male 2.0

Tonight, Friday, November 28th, at 6 pm on The Brian Crombie Hour I interview ✅ Neil Seeman. 👉 ALL my 🎤 podcasts and 🎦 video casts can be accessed any time on my web site https://briancrombie.com which holds repository of all my shows. 📌 I speak with Neil Seeman, entrepreneur, researcher, and one of Canada’s sharpest voices on innovation, about why Canada excels at creativity but fails at commercialization. Neil shows how world-class ideas leave the country because we underinvest in capital, productivity, and scale-up, and why young talent follows. We discuss the real birthplace of innovation, the need for honesty over bravado, the lack of anchor firms, and how global capital moves faster than Canada does. He lays out what Canada must do now to compete in the 21st-century economy.

📻 The Brian Crombie Hour airs nightly at 6 PM on Sauga960AM
🎧 Podcasts: https://briancrombie.com/podcasts-the-brian-crombie-hour
📺 Videos: https://briancrombie.com/video-gallery
📌 Subscribe to Brian’s YouTube Channel: https://bit.ly/2Oioec8

#BrianCrombie #Innovation #Entrepreneurship #CanadaEconomy #Commercialization #Talent #RND #Productivity #NeilSeeman

Neil Seeman | Innovation

Please follow my new releases and consider getting some of my merch at https://unitedmasters.com/a/russell-nomer-music

The team at Stanford eCorner believes in the powerful combination of evidence and imagination. We share original stories from informed leaders in academia and industry that focus on innovation, startups, culture, and strategy. The goal: empower you to bring bold ideas to life. 

Stanford eCorner is led by the Stanford Technology Ventures Program (STVP), the entrepreneurship center in Stanford University’s School of Engineering.

“Living a Life in Full” podcast is the conversation you always wanted to have with that person who gave an amazing TED talk, or the author of one your favorite books, or that inspirational Olympian you always wanted to know more about.

This show is for the intellectually curious. You want to not just know more about the interesting and the innovative, but also what makes them tick, and maybe even what makes them laugh. It’s graduate-level conversations with those making a difference in the world and the lives of others.

This show brings you new ideas and approaches so you can live a life in full.

The show is equal parts information and inspiration, but without the aphorisms and pablum. We cover a wide range of topics in an engaging way—from Burning Man to The Renaissance Weekend, from the United Nations to top universities, Nobel Laureates to astronauts—we have an amazing Rolodex.

Interviewees are a who’s who of high performance athletes, bestselling authors, high-caliber leaders, world changing humanitarians, innovative researchers, amazing start-up founders, clever life-hackers, paradigm busting thought-leaders and global innovators.

To learn more, listen to episodes, and see show notes and other goodies, please stop in: http://www.alifeinfull.org/podcast.html

Feminvest is a growing international community ensuring women own more.

Die Podcasts von Bertelsmann versorgen dich mit allen wichtigen Infos und Fakten zum Unternehmen, mit spannenden Gesprächen und mit Hintergrundgeschichten. Bertelsmann steht für Kreativität und Unternehmertum. Diese Kombination ermöglicht erstklassige Medienangebote und innovative Servicelösungen, die Kunden in aller Welt begeistern und die hier an den Beispielen erfolgreicher Menschen aus der Bertelsmann-Welt erlebbar gemacht werden.

Zu Bertelsmann gehören das Entertainment-Unternehmen RTL Group, die Buchverlagsgruppe Penguin Random House, das Musikunternehmen BMG, der Dienstleister Arvato Group, Bertelsmann Marketing Services, die Bertelsmann Education Group sowie das internationale Fondsnetzwerk Bertelsmann Investments.

Brian Crombie has 20 years of corporate experience, a depth of knowledge in all facets of finance, strategic planning and corporate / business development for a wide breadth of companies in several industries. Brian has deep political, community and charitable involvement as well.

New tracks tagged #Entrepreneurship