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.
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.
When seniors want to age in place
Many seniors want to age in in place, but few are prepared for the financial and emotional costs.
Part-time work in retirement
Part-time work in retirement has social, financial benefits, but beware of clawbacks