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Total Transparency with Advisor Julia Lilly
Manage episode 435955267 series 3565060
Shelby Nicholl에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Shelby Nicholl 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Julia Lilly, founder of Ryerson Financial. Julia has decades of experience in wealth management and shares her journey from working at a broker dealer to starting her own fee-for-service financial planning firm.
The conversation delves into different financial advisory models, the complexities of fee structures, and the growing trend towards transparent, advice-only financial planning. Julia emphasizes the importance of client empowerment and transparency in financial planning, sharing her unique approach to helping clients take charge of their financial health. The episode also includes a discussion of how Julia learned everything she needed to know to stand-up her practice and the technology selections that back her unique client offering.
00:00 Introduction to Financial Health Checkups
00:22 Welcome to the Kick It Open Podcast
00:29 Meet Julia Lilly: Wealth Management Expert
01:23 Julia's Journey in Wealth Management
02:37 Understanding Financial Planning Models
05:20 The Fee for Service Model
06:07 Client Impact and Transparency
07:04 Empowering Clients in Financial Planning
09:19 Challenges and Rewards of Fee-Only Planning
15:46 Solopreneurship and Mastermind Groups
23:02 Tech Tools and Cybersecurity
25:02 Future Growth and Trends in Financial Planning
31:11 Advice for Aspiring Financial Planners
33:20 Conclusion and Final Thoughts
Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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