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.
Small tweaks in a few key areas can often maximize a team’s potential and increase productivity
Understanding their unique history with money can help clients make better financial decisions
Evaluate your team's performance during the pandemic and use this insight to emerge better and stronger
A historical view of crises can help clients make rational investment decisions, even when it feels like the world is falling apart
Three simple questions can help determine your clients’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement
Longevity and education are increasing clients' expectations of financial professionals. Learn how to align your business model with this new frontier of advice.
For more than two decades, we’ve partnered with the MIT AgeLab to uncover lifestyle trends, who investors trust, and the future of retirement. Learn how to apply MIT AgeLab research and tools to your practice.
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.)
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 media articles 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.
It’s all about the three C’s: staying connected, communicative, and creative
Create systems that increase efficiency and help promote a sense of accomplishment while maintaining a remote work-life balance
How to plan effective team meetings, ensure you have the right people in the right roles, and boost motivation
Are you checking in with your clients “just because,” or only for business needs?
Three fresh ideas from newer financial professionals for demonstrating leadership
Three timeless tips for demonstrating leadership, especially in uncertain times
Make your newest hire a part of the team from day one
How to ensure you’re not forsaking innovation for tired traditions
Julie In the Media
Financial Advisor IQ, November 2020
U.S. News, October 2020
U.S. News, August 2020
U.S. News, October 2020
Digital Advisor Today, March/April 2020
May 14, 2020 (22:20)
May 19, 2020 (25:37)
December 2, 2020 (27:45)