Episode One: Julia Chung

On our first ever Episode, Shyam speaks with Julia Chung - CEO of Spring Financial Planning and Co-Founder of Admin Slayer. We talk about her 25-year journey into and within financial planning and what led her to create a solution for the administrative burden faced by every advisory organization. Julia shares her insights on how and why she got into complex financial planning on a fee-only basis, how she successfully collaborates with her Co-Founders and Partners in both her companies, how to build a strong company culture when the team starts to grow, and how strategic marketing can elevate your brand and make you stand out from the crowd.

 

Episode Highlights:

1:12 - Getting started in financial planning, and creating the right questions to help your clients achieve their goals.

 

16:57 - Target marketing, entrepreneurship, starting a new venture, and filling a need in the market.

35:13 - Business relationships & values, collaboration and responsibility.