Julie Johnson

About Julie Johnson

Chief Engagement and Communication Specialist (business and relationship development, increased engagement): Client communication, succession, management, teams- if you are doing your best to develop your business or train your team and the engagement is just not there? Or, you simply don\'t have the time or experience, that\'s when you contact me, we discuss your situation, and solutions! Business and Relationship Development requires TRUST, especially when communicating and connecting across genders & generations. When your audience is disengaged, whether it be clients or employees, I show you how to build and maintain this engagement and trust. THINK RETENTION, LOYALTY & INCREASED ROI! Our path to success-Collaborating to determine What to say and HOW to say it -Teaming with you to build this authentic/confident self, and then adding the power to learn how to engage and connect with your audience (client/prospect/peer). This is my SUPERPOWER! My passion is advocating for and empowering advisors, executives and/or any who are struggling to create connection. In 2007 I was the only female partner on a team managing $2 billion in AUM… I should’ve been on top of the world, but instead I never felt more alone. I had not found my authentic voice and did not know how to advocate for myself in the way others would hear me. I hope to help others so they never feel alone or afraid to speak their truth and in doing so, are able to excel, engage and, lower STRESS. Come to me for professional advice when faced with challenges: no judgement, no repercussions, only solutions.*Published in several magazines.**Speaker and Moderator National Conferences **Keynote speaker and Facilitation Trainor: Bus Dev, Teams, Succession If you and your team don\'t communicate effectively with clients, prospects or each other, you will not succeed. I will help you empower each generation to communicate and ask for what they need in a way that makes you want to listen. Doing so FOSTERS GROWTH and LOYALTY. Lowers Stress! A few more recent affiliates and clients: Nitrogen, Morgan Stanley, UBS, CFP, FPA, Barron\'s, Charles Schwab, National Jewish Hospital, BNY Mellon/Pershing SKILLS and CERTIFICATIONS: PrinciplesYou (Ray Dalio, Adam Grant) Brene Brown\'s Dare to Lead Behavioral Finance NSA Public Speaking “The Psychology Behind what is Required for Succession Plans and/or Multi-Generational Teams to be a Success” Video Connection and Communication Digital & Live Learning Events/Facilitation Leadership & Employee Dev Bus Dev DE & I Let’s talk: j••••@xycommunication.com.

Experience

1. Behavioral Finance Ambassador, Client Engagement & Communication Family Office Coach

   Arrowroot Family Office

   Aug 2023 — Present · US

   Why I accepted this part time opportunity. Arrowroot Family Office is so incredibly aligned with the values and culture which I champion in the financial industry! I have gotten to know the team, and they are such amazing humans! They care deeply about bringing holistic wealth planning (investments, alternatives, tax, trust/will/estate, insurance, etc.) to each of their teams and clients, and their infrastructure is incredibly solid, regardless of the financial professional\'s focus. They want you to be the best advisor you can be; authentic and real.My role: I have the honor to represent AFO at conferences, in discussions, webinars, podcasts. I am also a contributing author and speaker consistently discussing the need for the Human side and deeper relationship building between financial professionals and their clients. Between the Great Wealth Transfer and the fact that one-third of advisors are retiring, there is an immense opportunity for financial professionals who know how to connect, engage and build trust with clients and prospects, meeting them where THEY need you to be. Communicating with them in the way that makes them feel heard and feel safe. AFO gets this, and then some!Areas of focus-Improving inter-generational and inter-gender communication and connection with teams, clients and their families-Business development-Speaking & writing about AFO and Behavioral Finance in general-Networking-Bringing the Human side of the financial industry alive in every silo.

Education

• The EiAcademy

  Certification in Emotional Intelligence

  2019

• The Wharton School

  Certified Investment Management Associate

  2006 — 2006

• University of Colorado Boulder

  Bachelor of Business Administration (BBA)

• International Coach Academy

  Executive Leadership

  2017

• Brene Brown Dare To Lead

  Coaching and Consulting Certification