Julia Chung
The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice Only
In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that… merged with Spring Personal Finance to become Spring Financial Planning. Julia is also co-founder of Admin Slayer Services, and a charter member of Lead Family Enterprise Advisors.
Listen to this insightful episode with Julia, full of valuable advice (only!):
Here is what to expect on this week’s show:
How Julia got her start in finance
How Julia’s role as an “advice only” financial advisor like quarterbacking a football team
Who Julia’s ideal client is, and how she finds them
Challenges that Spring Planning and firms like it often face, and mistakes that they often help their clients avoid
The best advice Julia ever received
Connect with Julia:
Guest Contact Info:
Website: https://springplans.ca/
Website: https://www.adminslayer.com/
Website: https://www.adviceonlyplanners.ca/
Facebook: https://www.facebook.com/springplans/
Linkedin: https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca
Twitter: https://twitter.com/juliachungfp
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