Emotional Intelligence in Financial Planning
Julia chatted with Rita Silvan from The Globe and Mail about the role of emotional intelligence in wealth management and how connecting with clients as individuals leads to better outcomes.
Using Your Gifts to Support Other People
Julia joined Michèle on the Differentiation with Michèle podcast to share how using our gifts, planning intentionally, and making thoughtful decisions can truly support the people we care about.
What is “Human-Led Financial Planning”?
What is “Human-Led Financial Planning”? The Wealthy Barber, Dave Chilton and Julia had a great time talking about money, mindset, people, cash flow.
Why Is Transformation Such a Scary Word?
Transformation is a scary, messy, and exciting journey that challenges old habits, beliefs, and routines. That discomfort is proof you’re growing, stretching toward authenticity, resilience, and a life that truly reflects your values and what matters most to you.
Beyond the Will: Building Leadership for 100-Year Family Enterprises
Julia spoke with Mehul Gandhi on the “Mind Your Money” podcast, sharing her thoughts about family, money, leadership, and more.