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Julie Genjac
Vice President and Managing Director
Applied Insights
Julie’s Full Bio | Julie's Speaker Bio
With over 20 years in the business, Julie Genjac (Jen-Jack) believes financial professionals sit in the most difficult seat.
As a Certified Advanced Corporate Coach, she’s passionate about helping financial professionals and teams optimize their practice by enhancing their efficiency and effectiveness.
Julie regularly speaks to groups of financial professionals and clients, educating them about emerging trends and opportunities in financial services. She also co-hosts the Hartford Funds
Human-centric Investing Podcast, featuring thought leaders from inside and outside the industry.
When the “Queen of Efficiency” isn’t happily checking items off her to-do list, Julie enjoys boating in the beautiful Pacific Northwest with her husband, making home improvements using her many power tools, and spending time with her niece and nephew.
Current Topics
Unlocking the power of everyday negotiation
The one big Idea that will change the way you think about retirement
Transfer wisdom, not just wealth
Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
Small tweaks in key areas can maximize your team's productivity
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can ...
5 Things About Julie
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When not traveling 35,000 feet up in the air, she unwinds closer to earth by boating on the beautiful waters of the Pacific Northwest. |
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The favorite tool of this DIY home improvement aficionado: the wet tile saw. |
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A self-proclaimed “water addict,” you’ll always find her with at least one (if not more) bottles in hand. |
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This Costco fanatic says she wanders the aisles searching for ingredients to cook meals with her husband, Nedim. |
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She’ll tell you every year that she’s a top contender for “Aunt of the Year.” Her young nephew and niece, Grayson and Emerson, bring her tremendous joy. |
Julie's Insights
Buying a Second Home in Retirement
What to consider before you commit
Retirement Travel: Tips for Your Next Adventure
6 tips to make the most of your post-retirement travels
Teams Resource Center
Apply strategies from top teams, inspired by Julie’s coaching
Julie in the Media
Changing careers to become a financial advisor? Here's what to know
Financial Planning, January 2025
New programs aim to train fresh advisors for small RIAs
Financial Planning, December 2024
How emotional intelligence is at ‘The Heart of Finance’
Financial Planning, December 2024
Are We a Match? The Four Cs of Finding a Good Partner | Financial Planning Association
Journal of Financial Planning, July 2024
Creating industry on-ramps as 100K advisors head toward the exit
Financial Planning, April 2024
It’s back to school for advisors
InvestmentNews, April 2024
Contact your Hartford Funds advisor consultant or field specialist for Julie's availability.
Julie L. Genjac is a registered representative of Hartford Funds Distributors, LLC.
Check the background of this firm/individual on FINRA's BrokerCheck.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Links from this article to a non-Hartford Funds site are provided for users’ convenience only. Hartford Funds does not control or review these sites nor does the provision of any link imply an endorsement or association of such non-Hartford Fund sites. Hartford Funds is not responsible for and makes no representation or warranty regarding the contents, completeness or accuracy or security of any materials on such sites. If you decide to access such non-Hartford Funds sites, you do so at your own risk.
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