Season 3 | EPISODE 2: Julia Carlson - Financial Advisor, Author

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The F Word: Where Females and Finance Are NOT Dirty Words!

Sheryl Hickerson

70 episodes

1 week ago

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

Business

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All content for The F Word: Where Females and Finance Are NOT Dirty Words! is the property of Sheryl Hickerson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

Business

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Season 3 | EPISODE 2: Julia Carlson - Financial Advisor, Author

The F Word: Where Females and Finance Are NOT Dirty Words!

25 minutes 41 seconds

4 years ago

Season 3 | EPISODE 2: Julia Carlson - Financial Advisor, Author

On today's episode of The F Word, Sheryl Hickerson is speaking with Julia Carlson, CEO of her own private financial planning firm.

Julia's passion is inspiring others to pursue financial freedom and abundance in all aspects of their lives. She loves to inspire others to follow a plan for growth and pursue financial freedom and in 2017, she wrote a book titled, "Fit Money: 7 Steps to Get Your Financial Life in Shape" where she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.

In today's chat we will discuss:

- Fitness and Finances: How writing a book tied her favorite topics together.

- Coaching Other Advisors: How she became an advisor to other advisors.

- Diversity: Why Julia's office has flourished through challenging unconscious bias.

Be sure to connect with Julia Carlson:

LinkedIn: https://www.linkedin.com/in/juliamcarlson/

Website: https://www.juliamcarlson.com/

Email: julia@juliamcarlson.com