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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Sep 18, 2018

My guest today has not only had a unique journey into the financial planning world, but she also brings a very different approach and perspective to the field. Julie Murphy is the founder and Chief Visionary Officer of JMC Wealth Management, a dual-registered advisory firm that serves more than 200 clients with $200 million of AUM—on top of generating nearly $300,000 a year in recurring planning fees. With financial conversations that are heavily focused around the intersections of money, our emotions, and our energy flow, Julie’s firm offers a distinctive focus on financial healing.

In this episode, Julie shares how was able to accelerate her success and growth by doing what she calls “letting her freak flag fly” and simply being her authentic self. Listen in to hear how she’s allowing clients who are interested in what she has to offer to be drawn to her (rather than trying to advertise out to them), how she transitioned into doing only the things that make her happy in her business, and what she says is a critical component for people to be successful.

For show notes and more visit: https://www.kitces.com/90

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