Julia Carlson built a thriving wealth management firm from the ground up—and now she’s on a mission to help women scale businesses to eight figures and beyond. In this episode, she shares her journey, key business lessons, and the mindset shifts needed to grow with confidence. We talk about delegation, avoiding burnout, and the power of receiving. If you're ready to level up, this one’s for you!

What happens when your strategy, marketing, and client experience align? Growth Strategist Kristin Harad joins Kick It Open to share how financial advisors can create a cohesive approach that drives growth. Learn how to refine your messaging, optimize the client journey, and leverage AI to work smarter—not harder.