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Julie Genjac

Managing Director, Applied Insights


PDF Julie’s Full Bio   |   PDF 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.

 


 

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
Evaluate how your team performed during the pandemic and use this insight to emerge better and stronger
Seemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
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

1

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.

2

The favorite tool of this DIY home improvement aficionado: the wet tile saw.

3

A self-proclaimed “water addict,” you’ll always find her with at least one (if not more) bottles in hand.

4

This Costco fanatic says she wanders the aisles searching for ingredients to cook meals with her husband, Nedim.

5

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.)

Julie's Insights

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?

View More

Julie's Podcasts

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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