Most Requested Keynotes and Topics

Freedom Journey

Julia shares her inspiring, entrepreneurial story of how she built a multi-million dollar business from scratch in a male dominated industry.  She transformed her self-critical, fear-minded and self-sabotaging behaviors to one of freedom, abundance and an unleashed spirit.  

The audience will learn:

  • The practical strategies she uses to shake up the norm and market yourself authentically.

  • Steps to create freedom in your business and build a life you love. Transform from me to we.

  • Keys to building a true business that elevates the owner through successful delegation.

 Audience members will leave motivated, inspired and have actionable ideas to build a thriving business.

Creating an inclusive Culture in business

Award winning business owner Julia Carlson delivers a dynamic keynote filled with insights on creating an inclusive culture in business. From her stories of creating core values that shook up her business to defining what it means to shift from a rugged individualist to a thriving team, she has created a company that has revolutionized an industry! Learn how to create freedom in your life as a business owner, let go of your intellectual property without fear and create an environment for your staff to thrive and contribute.  

The audience will learn:

  • Tips to create core values from the inside out and use them as a guiding light.

  • Insights and practical strategies on creating a company culture of inclusion which promotes diversity.

  • Keys to break through plateaus and delegate wisely.

  • Secrets to creating passionate, engaged employees that are aligned with your greater purpose.

Audience members will leave inspired and have actionable ideas to build and be part of an inclusively diverse team.


Julia M Carlson

An entrepreneur at heart, Julia launched into the financial planning field at the age of 19 and started her own business at age 23. She has over 22 years’ experience helping families and business owners with their wealth management needs, working within her 5 office locations in Oregon and SW Washington. Julia has been honored to be recognized for her excellence throughout her career.

Drawing from nearly two decades of experience as an Entrepreneur, Julia is an avid Blogger and Writer.  She is the author of Fit Money and in her book explains 7 Steps to Get Your Financial Life in Shape. The inspiration for her book stems from her combined experience in financial planning and her fit lifestyle as a former figure bodybuilding competitor. Julia also writes a financial column for the Newport News-Times and a blog online. People flock to her seminars and turn to her column and blog for financial advice.

Julia has been honored to be a speaker at many different events. She captivates audiences with her authenticity, expertise, and charisma. Her keynote topics range from how she built a 7-figure business while integrating life as a mom, creating a diverse and inclusive business culture, and inspiring women to rid the fear mindset and create freedom in their lives.  As a business owner, wife, and mother to three children Julia wants to inspire others to feel empowered to build successful lives. Some of the events she has spoken at include:

  • LPL Financial National FOCUS Conference

  • InvestmentNews Best Practices in Diversity and Inclusion

  • Corvallis and Lincoln City Chamber of Commerce - Women Conference

  • FPA Nor Cal Conference

  • NAIFA (National Association of Insurance and Financial Advisors)

  • Women Advisor Leaders Conferences

Julia’s talks can be delivered as keynotes, business or association presentations,

workshops or corporate trainings.