Julie L. Genjac is passionate about mentoring teams of financial advisors. They’re who she says sit in the industry’s most difficult seat.
“They’re constantly juggling client needs, firm needs, family needs, and navigating the unknowns of the markets,” she says. “I help them think about their businesses like a business and work to make their practice more efficient and effective.”
Helping advisors deliver better client experiences is what Julie says gets her out of bed every morning. As a managing director with the Hartford Funds Applied Insights team, she’s brought an infectious energy to the creation and implementation of all advisor coaching and training programs since joining the squad in 2018.
“I believe that when you love what you do, it shows,” Julie says. “I absolutely love having the opportunity to meet with advisors and their clients all across the country.”
That passion has paid off, too. She was recognized just a year later by Money Management Executive in their annual “Top Women in Asset Management Awards.”
According to Julie, each step in her career trajectory led to her role today—helping advisors create their own paths forward. And often the discussions she has go beyond enhancing productivity and the client experience. She aims to show advisors that they’re the true leaders of the financial services world.
“Leadership happens at whatever level you’re in an organization,” Julie says. “You don’t have to be the CEO or at the top of the org chart to exhibit leaderly qualities each and every day.”