In this week’s podcast episode we meet Julia Carlson. Julia is the founder and CEO of Financial Freedom Wealth Management Group LLC. She is also an award winning wealth advisor and author of the book, Fit Money 7 Steps to Get Your Financial Life in Shape. In this interview Julia talks about her personal journey to becoming a successful business woman in the male dominated world of finance. She shares some starting tips on getting financially fit and I am sure you will be encouraged and inspired! As a special gift for Get Happy With J podcast listeners, you can click on the link below to download your free e-copy of her book! Thanks Julia! Now listen and learn how you can become financially fit.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion for either award due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.