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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business

Barron's Advisor

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Empowering Growth Through Relationships and Collaboration

This chapter explores the significance of building deep client relationships in wealth management, focusing on empathy and understanding values across generations. It highlights the journey of female entrepreneurs in a male-dominated industry, emphasizing the need for mentorship, authenticity, and the courage to embrace change. The discussion also touches on business growth through delegation, personal transformation, collaboration, and the potential for impactful philanthropy.

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