July 31, 202500:24:00

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.



No transcript available.