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Managing Director, Applied Insights
Julie’s Full Bio | Julie's Speaker Bio
With over 20 years of experience in the financial services industry, Julie believes that financial professionals sit in the industry’s most difficult seat. As a registered corporate coach, she has extensive experience in coaching financial professionals and their teams, to help them not just create a vision for their practice but also achieve it. In addition to coaching, Julie’s passionate about engaging and educating financial professionals and their clients to prepare them for long-term demographic and lifestyle changes that lay ahead.
5 Things About Julie
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.
The favorite tool of this DIY home improvement aficionado: the wet tile saw.
A self-proclaimed “water addict,” you’ll always find her with at least one (if not more) bottles in hand.
This Costco fanatic says she wanders the aisles searching for ingredients to cook meals with her husband, Nedim.
She’ll tell you every year that she’s a top contender for “Aunt of the Year.” (She says her young nephew and niece, Grayson and Emerson, bring her tremendous joy.)
The Three C’s of a Tight-Knit Remote Team
It’s all about the three C’s: staying connected, communicative, and creative
Running a Tight Remote Ship
Create systems that increase efficiency and help promote a sense of accomplishment while maintaining a remote work-life balance
Why Many Teams Struggle
How to plan effective team meetings, ensure you have the right people in the right roles, and boost motivation
The Power of the “Just Because” Call
Are you checking in with your clients “just because,” or only for business needs?
Lessons From Less Seasoned Financial Professionals
Three fresh ideas from newer financial professionals for demonstrating leadership
Lessons From Seasoned Financial Professionals
Three timeless tips for demonstrating leadership, especially in uncertain times
Best Practices When Bringing a New Financial Professional Onto Your Team
Make your newest hire a part of the team from day one
How To Stop Killing Innovation in Your Office
How to ensure you’re not forsaking innovation for tired traditions
Why Many Teams Struggle, Part 1
May 14, 2020 (22:20)
From Crisis to Team Continuity
May 19, 2020 (25:37)
Why Many Team Struggle, Part 2
December 2, 2020 (27:45)
Julie in the Media
So, You Want to Break Away?
Financial Advisor IQ, November 2020
Building the Next Generation of RIA Professionals
U.S. News, October 2020
15 Financial Advisor Marketing Tips
U.S. News, August 2020
How Financial Advisors Can Build Their Client Base and Keep Them Engaged
U.S. News, October 2020
Why You Need to Ask Clients Out-of-the Box Questions
Digital Advisor Today, March/April 2020
Contact your Hartford Funds advisor consultant or field specialist for Julie's availability.
Applied Insights Team Page
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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