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Julia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business, and how a family emergency forced her to let go, trust her team, and learn how to create boundaries to achieve work/life balance. They also discuss:
- The importance of investing in yourself to drive personal and professional growth
- How creating a niche target audience can allow your firm to really focus and develop deep expertise
- How Financial Freedom has reinvented their digital client journey in the COVID era to continue to bring in new clients
- The importance of having confidence & listening to your inner compass to find the next right step for you
Disclosure: Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Financial Freedom Wealth Management Group, LLC is a member of the SmartVestor program. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.
Resources: Financial Freedom Wealth Management Group