Talking Billions with Bogumil Baranowski

Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More

Oct 31, 2024

Julia Carreon, a Business Transformation and Integration Executive, shares insights from her journey in wealth management. She discusses how Gen Z's tech-savvy nature is reshaping client expectations. Julia emphasizes that technology should enhance, not replace, personal interactions. She advocates for understanding generational differences and the importance of active listening in fostering client relationships. Her personal experiences highlight the significance of serving others and redefining success through impactful leadership.

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Episode notes

Intro

00:00 • 3min

From Childhood Struggles to Wealth Management Innovation

03:11 • 18min

Navigating Change: Balancing Tech and Trust in Wealth Management

21:32 • 17min

Valuing Time in Career Growth

39:00 • 6min

Empowering Future Generations in Wealth Management

45:29 • 5min

Redefining Success: Leadership and Family Impact

50:19 • 2min

The Joy of Serving Others and Personal Growth

52:23 • 2min

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.

https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/

https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios

Takeaways

Julia's childhood experiences shaped her views on money and power.

Technology should enhance human interaction, not replace it.

Gen Z will demand seamless digital experiences in wealth management.

Understanding generational differences is crucial for effective communication. Listening to clients can reveal valuable insights for service improvement.

Change management is essential for adopting new technologies.

Respecting clients' time enhances the quality of interactions.

Success is defined by the impact you have on others.

Involving the next generation in wealth management is vital for future success.

Leadership is about serving others and fostering their growth.

Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.