#104 – Building an 8-Figure Financial Practice with Julia Carlson

“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so you can step into this visionary leadership role that most founders want to be in.”

Julia Carlson

In this conversation, Julia Carlson shares how she grew her practice from scratch, building a dynamic team and eventually stepping into a visionary leadership role (yes, “firing herself” in the process). 

You’ll hear about her dedication to helping both retirees and entrepreneurs, her passion for holistic financial planning, and her mission to inspire 1,000 entrepreneurs to each give $1 million to causes they care about, ultimately creating a $1 billion movement for good.

Whether you’re looking for insights on scaling a business, creating meaningful differentiation, building a powerful team culture, or simply finding happiness and balance as an advisor, you’ll find Julia brings both practical strategies and a refreshingly authentic perspective. 

Bill and Julia Discuss:

• How leaders shift from rugged self-reliance to collaborative leadership as their firm scales.
• How her Retirement Readiness Checklist becomes a magnet for her Right-Fit Clients.
• The power of serving both pre-retirees and business owners and how this dual focus fuels deeper relationships.
• Why Julia chose organic growth over acquisitions and what that has meant for her firm’s culture, trust, and scalability.
• The impact of embedding generosity into a business model and how the $1 Billion for Good movement inspires teams and clients alike.
• Why modern advisors must blend investment + insurance + planning into one holistic approach.

Sponsor:

• EPISODE SPONSOR: Oberle Risk Strategies
  www.Oberle-Risk.com/private-client  

Connect With Julia Carlson

• LinkedIn: https://www.linkedin.com/in/thejuliacarlson/ 
• Website:  https://www.thejuliacarlson.com/ 
• Writers Island: https://www.writersislandtv.com/julia_carlson
  

Resources: 

• RapidFire Referrals
• Get a copy of “The Language of Referrals”
• Get a copy of “Radical Relevance”
• Grab your copy of The Hidden Heist today!
• Find Mitch Anthony’s books here!

Connect With Bill Cates:

• [e-mail]
• Referral Coach H