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Julie Johnson

Improving Intergenerational & Gender Communication w/ Julie Johnson

AFO|Wealth Management Forward2023-06-01T15:13:56+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Julie Johnson

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XY Communication

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Arrowroot Family Office

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.

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.