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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 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, making home improvements using her many power tools, and spending time with her niece and nephew.
Current Topics
Help clients discover how their unique history with money can impact their financial decisions
Instead of sweeping changes, making small tweaks in a few key areas can often maximize a team’s potential productivity
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
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 provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.
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
Take My Advice: Prepare Now for the Passing of a Loved One
Nine questions to ask a loved one to help
Why Many Teams Struggle
How to plan effective team meetings, ensure you have the right people in the right roles, and boost motivation
Julie in the Media
Marketing: When You’ve Tried It All And Nothing Works!
InsuranceNewsNet, June 2022
Individualized: It Makes a Difference: Sorting through the filters of gender and generation
Life & Health Advisor Magazine, May 2022
20 Financial Advisor Marketing Tips
U.S. News & World Report, April 2022
52% Say Women and Men Have Different Financial Needs
ValuePenguin, April 2022
Investors Say No to Gendered Advice, Marketing
ThinkAdvisor, January 2022
What Is a Financial Coach and How to Become One
U.S. News, January 2022
Gender's Role In Finance
Life & Health Advisor Magazine, January 2022
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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