Julie Hamilton has extensive experience in the financial services industry, having worked directly with clients creating written financial plans and advising them on their investments. She designs and delivers courses in the use of integrating financial planning content and software into the sales process.
Julie's training draws upon adult education principles and peer interaction to create meaningful connections to product and service offerings. Her experience working directly with clients, her understanding of the sales process, and her software expertise allow her to create custom training on many wealth management topics. Julie holds a certificate in Teaching and Training Adults as well as a CFP and MBA.
