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. Senior Managing Director

   Xy Communication

   Apr 2024 — Present · US

   The disconnection in communication and engagement is seeing unprecedented levels. The demographics of financial professionals and investors are changing, which requires an evolving level of greater relationship and trust building. After more than 25 years in the financial industry and working with thousands of individuals, teams and managers via speaking, facilitating and coaching, and previously as a SVP with Morgan Stanley and UBS, I could not be more honored to be joining Sarano Kelley and the exceptional team of The Kelley Group Intl! Together, we are providing proven solutions to the pain points of:#recruiting,#business development,#relationship development,#teams,#succession planning and so much more!For many, Sarano and his esteemed wife and business partner Brooke need no introduction. Yet don\'t take my word for it, take a look at him: linkedin.com/in/saranokelley as well as https://megateams.org/! This just released groundbreaking book,\"Weaponizing the Mega Team, Rise of the COO, Evolving from Sole Practitioner to Mega Team.\" This first of its kind includes an invaluable diagnostic tool designed to help your team identify your ideal business scenario, understand your current position, and determine the crucial changes needed to bridge the gap. As Sarano insightfully puts it,\"No matter what your production numbers are telling you, do you want to run a business, or do you want to run a bake sale?\"Dive into the first 2 chapters & access the diagnostic tool, both available complimentary to you, and begin charting your path to business success.#FinancialAdvisors #Leadership #SuccessionPlanning #BusinessGrowth #MegaTeamsWe are incredibly honored to be working with the amazing organizations we are lucky to support today, and we look forward to working with many more!

Education

• Brene Brown Dare To Lead

  Coaching and Consulting Certification, Leadership EQ and IQ

• University of Colorado Boulder

  Bachelor of Business Administration (BBA), Marketing and Finance

• The EiAcademy

  Certification in Emotional Intelligence, Emotional Intelligence in leadership

  2019

• International Coach Academy

  Executive Leadership

  2017

• The Wharton School

  Certified Investment Management Associate, Financial Planning and Services

  2006 — 2006