Julie Ragatz
6 Podcast Episodes
Julie Ragatz & Kellan Brown: Growing Through Mentorship
Julie Ragatz & Kellan Brown: Growing Through Mentorship
Who was your mentor who got you to where you are today?In this episode, Jamie Hopkins, Managing Partner of Wealth Soluti... Read more
7 Aug 2023
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43mins
Julie Ragatz & Mary Kate Gulick: Women In Financial Services & Uncovering the Barriers
Julie Ragatz & Mary Kate Gulick: Women In Financial Services & Uncovering the Barriers
Be an ally and join the fight for social justice in financial services with the power of empathy, transparency, and coll... Read more
6 Mar 2023
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41mins
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Advisor Mentorship and Development with Dr. Julie Ragatz
Advisor Mentorship and Development with Dr. Julie Ragatz
Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She i... Read more
20 Oct 2022
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26mins
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
Dr. Sonya Lutter, Erin Wood & Dr. Julie Ragatz: Family Money Dynamics
Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, ofte... Read more
17 Oct 2022
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48mins
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Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions
Daniel Crosby, Julie Ragatz, and Erin Wood: The Psychology of Making Smart Financial Decisions
This week, Ana Trujillo Limon talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, Julie Ragat... Read more
24 Jan 2022
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51mins
Dr. Julie Ragatz - Empathy and the History of Behavioral Economics
Dr. Julie Ragatz - Empathy and the History of Behavioral Economics
Tune in to hear:- What might the lay person, who is enthusiastic about behavioral economics, not know about its historic... Read more
11 Nov 2021
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53mins
