Women's Money Wisdom

Episode 276: Beyond the 9-to-5: How Franchising Can Redefine Your Career Path with Alex & Julie Roberts


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Ever dreamed of owning a business but felt overwhelmed by starting from scratch?
Franchising might be the solution you didn’t know you needed—offering the independence of entrepreneurship with the structure and support of an established brand.

Melissa Joy, CFP® is joined by husband-and-wife team Alex and Julie Roberts to explore the world of modern franchise ownership. With over two decades of industry experience, Alex is the founder of The Franchise Playmaker, helping professionals navigate over 4,000 franchise options to find the right fit. Julie is the founder of Kindling Creative and brings her marketing savvy to their newest venture: opening The Milkshake Factory in Ann Arbor.

From surprising truths about franchise selection to behind-the-scenes insights into local marketing and revenue strategy, this conversation is packed with actionable takeaways—especially for professionals looking to transition out of corporate roles into entrepreneurship.

Key Highlights:

  • Why most franchise owners end up choosing a brand they never expected
  • How franchise consultants work like realtors to guide the process
  • The rise of franchising among 45–55 year-olds seeking more control
  • What “validation” means in the franchise world—and why it’s essential
  • Creative marketing tactics from Julie, including local partnerships and community events
  • The realities of ownership: “There’s no such thing as absentee franchising”

Resources Mentioned:

  • Connect with Alex: franchiseplaymaker.com
  • Follow their journey IG: @milkshakefactorya2

This episode is for anyone exploring entrepreneurship, looking for a career pivot, or simply curious about how franchising really works—beyond the buzzwords.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

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Women's Money WisdomBy Melissa Joy, CFP®

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