Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

In today’s episode, I’ll talk to two financial planners who merged their individual businesses to create a new practice together. Julia Chung is a partner and senior financial planner at Spring Financial Planning. Julia has been working in financial services since 1997. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm. She made JYC Financial entirely independent a few years later, eventually merging with Spring Personal Finance to become Spring Financial Planning.   Julia is also co-founder of Admin Slayer Services and a charter member of Lead Family Enterprise Advisors. She has co-authored several e-books, including “Women & Money,” “Art of Delegation,” and “The Entrepreneur’s Survival Guide.” Sandi Martin is a partner and financial planner at Spring Financial Planning. After joining the industry, Sandi quickly realized that she could either help clients or g