Also known as: juliehamilt
How I help my clients. The design and implementation of a financial planning process for the wealth management sales force that incorporates financial planning software. Training that goes beyond software navigation to improve engagement of the client to enhance retention, extension, consolidation and growth of clients. Instructional design that draws upon adult education principles and peer interaction to create meaningful connection to product and service offerings. Delivery to a geographically dispersed audience, via classroom or virtual training, in both English and French. My clients benefit from best practices gleaned from across the industry as well as my professional experience as a financial planner and adult educator. I have extensive experience in the financial services industry, having worked directly with clients creating written financial plans and advising them on investments. In my business I have designed and delivered courses in financial planning content and software for Canadian Financial firms. My experience working directly with clients, understanding of the sales process, and software user situation allows me to create custom training and provide delivery of many financial topics. Specialties Financial Planning for the High Net Worth Client, Practice Management, Instructional Design, Design, Development, and Delivery of Training, NaviPlan Software French
Also known as: oonibanooni
Julie Hamilton lives in Kingston, Ontario. She has also lived in Ottawa, Ontario.
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Julie Hamilton's address is ***** Westcott Ln, Nolensville, TN.
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Julie Hamilton's age is 37.
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Julie Hamilton's phone number is (615) 969-****.
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Patrol vessel of the United States Navy. You can find more here.
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