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A Conversation with Julie Kelly, Financial Advisor and Principal at Edward Jones
This week, AdvisorHub’s CEO, Tony Sirianni talks with Julie Kelly — Financial Advisor and Principal at Edward Jones. The two discuss creating efficiencies with time management, eliminating personal guilt from running your business, thinking big picture about the long career journey you are on, creating effective service models for individual clients, and slowing down in order to speed up.
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By Tony Sirianni
4.7
77 ratings
This week, AdvisorHub’s CEO, Tony Sirianni talks with Julie Kelly — Financial Advisor and Principal at Edward Jones. The two discuss creating efficiencies with time management, eliminating personal guilt from running your business, thinking big picture about the long career journey you are on, creating effective service models for individual clients, and slowing down in order to speed up.
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