Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success,

and get insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone.

Welcome to the 164th episode of the Financial Advisor's Success podcast. My guest on today's

podcast is Julia Carlson. Julia is the founder and CEO of Financial Freedom Wealth Management Group, a hybrid

RIA based in Newport, Oregon that oversees nearly 300 million of assets on our management

for almost 1,000 client households.

What's unique about Julia, though, is the way that an unfortunate car accident that her daughter

was in led Julia to transition

very quickly from being the lead advisor that ran her own firm to expanding her staff and

becoming the business owner of the advisory firm instead, if only out of sheer necessity of finding

the time she needed to support her daughter's recovery, but in a way that allowed the firm

to more than quadruple in the eight years since. In this episode, we talk in depth about Julia's

journey through her advisory career, from her challenges early on gaining professional credibility

as a young female advisor where a prospect once told her she was too pretty to be a financial advisor.

The way she got her foot in the door talking to small local business owners about their retirement

plans and building wealth outside of their businesses, how reading Dave Ramsey's total money

makeover launched Julius' path towards a more holistic planning-centric approach to clients,

and the way that

she built her client base in the early years with Ramsey's endorsed local provider referral program,

...