699: Advice Only with Julia Chung

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By Market Domination, LLC, Kevin Harrington, and Seth Greene. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Advice Only

Julia Chung, Spring Plans

– The Sharkpreneur podcast with Seth Greene Episode 699 Julia Chung

Julia Chung is a team builder, a leader, an author, and public speaker. As CEO of two women-owned and women-led companies, Spring Plans, an advice-only financial planning firm, and Admin Slayer, a successful virtual assistant company, she focuses on providing the tools and resources needed to create success - whatever that looks like for each individual and business.

Julia has co-authored three ebooks: The Art of Delegation, Women & Money, and The Entrepreneur’s Survival Guide - and has more in the works. She’s also Vice President of the Financial Planning Association of Canada and a Board Director at Family Enterprise Canadas. Julia’s unique ability is manifesting the improbable. She loves a challenge that starts with someone saying: you can’t do that.

Listen to this illuminating Sharkpreneur episode with Julia Chung about advice only financial planning.

Here are some of the beneficial topics covered on this week’s show:

● How advice only financial planners are on the same side as their clients.

● Why people have a hard time defining what a great life looks like for them.

● How people shouldn’t make decisions based on tax implications.

● Why it’s important to say no to people and not take on every client.

● How surrounding yourself with the right team can help you grow your business.

Connect with Julia:

Guest Contact Info

Twitter

@SpringPlans

Facebook

facebook.com/springplans

Links Mentioned:

adminslayer.com

springplans.ca

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