Barron's Advisor Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
Jul 8, 2025
Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group and author of 'Money Loves You,' shares insights on transforming our relationship with money. She emphasizes the importance of mentorship and building deep client relationships. Julia introduces the 'anti-budget' concept, advocating for personal values over rigid financial constraints. She calls for greater gender diversity in finance and discusses the power of 'firing yourself' to empower teams, hinting at exciting future projects like a documentary on entrepreneurship.
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Breaking Barriers as a Young Woman
- Julia faced rejection as a young female advisor in a male-dominated field, delaying trust and assets.
- She credits embracing authenticity and femininity for growing her business successfully.
Firing Yourself: The Turning Point
- Julia Carlson shares a life-changing story about her daughter's accident and being the bottleneck in her business.
- This event inspired her to "fire herself" and empower her capable team to take charge.
From Hustle to Harmony
- Hustling as an entrepreneur leads to burnout without structure and surrender.
- Letting go allows recognizing strengths and building a complementary team for harmony.