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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Dec 11, 2019

Status quo can be a hard thing to break away from. For one advisor, it was a life event that turned into a springboard for transformation.

In today’s episode, Andy Hart and Julia Carlson join Ben Jones for a special fireside chat. Hear how Julia broke out to build a thriving practice and how she has translated her vision into reality. You will hear several actionable strategies from both guests that you may want to leverage as you charge into 2020 and beyond.

For full show notes and links mentioned in this episode, visit