The Elite Financial Advisor Podcast With Sten Morgan 192 Lessons on the Way to Becoming a Top Female Advisor
Aug 1, 2025
29:57
In this conversation, Julia Carlson shares her journey in the financial advisory industry, detailing her transition from an advisor to a business owner. She discusses the importance of building a sustainable business, overcoming limiting beliefs, and the significance of teamwork in achieving success. Julia emphasizes practical strategies for growth, including community engagement and niche marketing, while also reflecting on her accolades and the mindset required for continuous improvement.
Key Takeaways
- Julia started her career in finance at a young age.
- Building a sustainable business requires letting go of control.
- Accolades reflect the teamwork behind her success.
- Mindset plays a crucial role in overcoming limiting beliefs.
- Community engagement is key for prospecting.
- Niche marketing helps in attracting the right clients.
- Investing back into the business is essential for growth.