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

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Leading With Values, Growing With Intention with Julia Carlson

WealthManagement.com

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