Curiosity and vulnerability are the keys to building an authentic, diverse firm, says Julie Johnson, President and CEO of XY Communication. When you know yourself, you can attract the right clients. And now is a crucial time as ever for advisors to embrace authenticity — the generational wealth transfer is around the corner and more females and younger adults under the age of 55 will hold assets under management. These populations yearn for a safe, transparent, friendly financial professional and “emotional partner” as Julie Johnson says.

She joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.

The two discuss the power of a human-first, holistic approach and how to build a firm that attracts and retains more diverse advisors.

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.

Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:

• Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't Ignore
• Learn more about our marketing services