1. Why shouldn’t we just hire Julia as an advisor instead of training our team?

Hiring Julia = One advisor. Training With Julia = Scalable Growth. Instead of bringing in just one financial planner, you can train an entire team to think, listen, and connect like Julia—creating a firm-wide transformation that increases retention, referrals, and revenue.

2. How long does the program take?

The full consulting engagement spans one year, allowing time for deep training, real-world application, and measurable impact. However, firms can engage in accelerated versions depending on their goals.

3. How is this different from other financial advisor training programs?

Most training programs focus on technical skills or sales tactics. This program is about building lasting client relationships—teaching advisors how to listen, connect, and retain clients through life’s financial journey. It’s hands-on, customized, and built for real-world success.

4. What’s the expected ROI from this training?

📈 Increased client retention: Clients who feel heard and valued stay for life.
📈 Higher client acquisition: Advisors will connect better with prospective clients.
📈 Stronger team performance: Advisors will build deeper trust, resulting in greater loyalty and referrals.
📈 A future-proof firm: A transformational advising approach positions your firm as the leader in an evolving industry.

5. Who is this program best suited for?

✔ Wealth management firms looking to improve client retention & engagement.
✔ Firms struggling to retain female clients after a spouse’s passing or divorce.
✔ Advisory teams who want to stand out in a crowded market.
✔ Leadership teams who see the future of finance as relationship-driven, not transactional.

6. How is the training delivered?

This is a hybrid program with:
✅ Monthly Virtual Masterclasses (interactive training sessions).
✅ Real Client Case Studies (practical applications).
✅ Active Listening & Trust-Building Exercises (skill development).
✅ Implementation Coaching (ongoing support to ensure long-term success).

7. How do we get started?

It starts with a Strategy Call with Julia to discuss your firm’s unique needs and goals. From there, we design a tailored plan to integrate this methodology into your firm.