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Julia Carlson runs a wealth management firm and hit a familiar problem. After 20 years building her practice, she's spending more time running the business and less time with the clients she loves helping.
She needed a way to scale her expertise without burning out on back-to-back meetings. Her solution? Write a book that helps people get started with their finances while positioning her as the logical next step.
This conversation digs into Julia's thinking process, from identifying who she really wants to help to structuring her book so it naturally leads to deeper conversations. You'll hear how she's positioning herself not as another salesy financial advisor, but as someone who genuinely wants to help people take their first steps.
If you're in any service business where you're trading time for money, this is worth your time. Julia's approach to using a book as a relationship starter, not a sales pitch, is exactly how authority-building should work.
Show notes: https://mrstuartbell.com/podcasts/htb/024-getting-started-with-julia-carlson/
About Julia Carlson: Website | LinkedIn
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