Webinar: Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships by PLANADVISER

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About This Webinar

Advisers will share their stories of unsuccessful client relationships, with an eye on helping their peers and colleagues avoid similar issues in the future. Beyond some of the obvious issues that can arise, the panel will detail some unexpected challenges and miscommunications that can cause friction in the client-adviser relationship.

Presenters

Alison Mintzer

John Manganaro

Julia Carlson

Founder and CEO of Financial Freedom Wealth Management Group, LLC

Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.
Julia has been identified as an InvestmentNews 2020 Women to Watch honoree. She was also recognized as one of Forbes’ 2018-2020 Top Women Wealth Advisors as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and trustee for the Pacific Communities Health District Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.
Julia has been interviewed by Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.

David Wright

Portfolio Manager and Wealth Advisor with Financial Freedom Wealth Management Group

David J. Wright (DJ) is a Wealth Advisor and Portfolio Manager for our team. He leads our portfolio management team and is dedicated to finding the best investments for our clients and building their customized portfolios. As a wealth advisor, DJ is passionate about serving our clients across the nation and providing guidance to help them pursue financial freedom.

He received his Bachelor’s degree from the University of Oregon where he focused on economics and business. His past experience includes work in the customer service industry and assisting the Chamber of Commerce. As a Eugene, Oregon native, DJ enjoys the outdoors, sports, and spending time with his son.

DJ is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.