Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog and the author of The Pursuit of Absolute Engagement.
Julie sat on the national board of the Financial Planning Association, currently sits on an Investment & Wealth Institute advisory board, is the winner of the 'Iconoclast' award from Bob Veres, is a finalist for the 'Luminaries' award from Think Advisor and was twice identified as one of the 25 Most Influential People in Financial Planning. She holds an MBA from the University of Toronto.