A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.
Meet our guest: Julie Johnson, founder of XY Communication
About Julie: Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices, and ultra HNW individuals, to UBS in the Fall of 2007, and then came 2008.
Julie was named SVP with UBS, her team received Barron’s top advisor and top team awards during her tenure. On multiple occasions, she was invited to speak at national conferences and consult on practice management, sales, and business development as well as relationship management.
In 2016 Julie received her Behavioral Finance Certification and began her career as a full-time certified coach, consultant, public speaker, and author. She was engaged to consult with management, advisors, and teams, and speak at such esteemed national conferences as Barron’s and Fidelity, as well as several regional conferences, both in person and virtually with FPA, Forbes, Morgan Stanley, Wealth Management, UBS, Ameriprise, BNY Mellon, just to name a few. Learn more at www.xycommunication.com.
Join us every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
Watch all of our episodes: MargueritaCheng.tv