AFO|Wealth Management Forward Improving Intergenerational & Gender Communication w/ Julie Johnson
In this episode, Rory is joined by Julie Johnson, the CEO of XY Communication, with a mission to revolutionize intergenerational and gender communication in financial advisory. They navigate the vital studies by institutions like Wharton, Harvard, and Vanguard on the importance of engaging women and younger investors. Get insights on how advisors can support clients through life-changing events and build stronger, more authentic relationships. Uncover strategies to effectively connect with inheritors in the era of the Great Wealth Transfer, and how to transcend the label of "just my parents' advisor". Discover from Julie's rich coaching experience the power of deep client understanding, and learn to address the most common concerns of the younger generation. Want to know how to enhance your advisory approach, build trust with the broader family network, and connect meaningfully with the next generation? Join us in this insightful episode with XY Communication CEO Julie Johnson.