Julia Norman's guest appearances

Julia Norman

Bramham International Horse Trials - 6th - 9th June 2019

Always On with Duncan MacPherson

Caroline Martin

Scott Hamilton

Emily King

Mark Todd

David Rutherford

Richard Jones

James Sommerville

Michael Owen

Chris Garcia

Jenny Jones

Tim Rice

Tom Jackson

Matt Halloran

Ted Jenkin

Amy Lancaster

OwlTail

Tom Deans

Do you know what’s keeping your clients up at night? For a lot of them, it is this question, what happens to their hard-earned wealth when they pass away? In other words, it’s the absence of an estate plan. In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” Julia and Tom explain how advisors can re-imagine estate planning for their clients to ensure a stress-free wealth transfer that minimizes future family conflicts. Julia and Tom discuss:  The main reasons why your clients might be delaying estate planning How to make estate planning highly process-driven and collaborative How family estate planning meetings can help retain your clients for multiple generations Why advisors should create their wills first before helping clients And more  Resources:  “Every Family’s Business” by Tom Deans, Ph.D. “Willing Wisdom” by Tom Deans, Ph.D. “Marketing to the Affluent” by Thomas Stanley “The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas Stanley and William Danko Episode 6: “How to Attract Business Owners With Tom Deans, Ph.D.” Episode 18: “Dynastic Drivers in Estate Planning with Julia Norman”  Connect With Duncan:  Pareto Systems  1.866.593.8020 Schedule a Call Duncan on LinkedIn  Connect With Julia:  LinkedIn: Julia Norman LinkedIn: Pushor Mitchell LLP Pushor Mitchell  Connect With Tom:  LinkedIn: Tom Deans, Ph.D. Every Family’s Business   Promotions:  The Blue Square Toolkit by Pareto (Start your 14-day free trial today!) ProudMouth – Be Your Own Loud  About Our Guests: Julia Norman is an associate lawyer with Pushor Mitchell practicing in the areas of civil litigation, family law, estate planning and estate administration. Prior to going to law school, Julia rode for the Canadian Equestrian Team in the sport of three-day eventing, training and competing throughout North America. Outside of the office Julia can be found spending time with her family, riding her horse, water skiing, or enjoying one of the many activities that the Okanagan has to offer. Tom Deans, Ph.D.’s research and thought leadership on the subjects of wealth transfers, preparing heirs and family dynamics has made him an in-demand speaker and webinar presenter. Since the release of his first book in 2008, Tom has delivered more than 1000 paid speeches in 25 countries. He has also provided advanced training to advisors employed by the world’s largest financial institutions, law firms and accounting firms. Dr. Deans is also the Founder of the Willing Wisdom Index a new digital client engagement tool for advisors to share with prospects and clients.

Do you know what’s keeping your clients up at night? For a lot of them, it is this question, what happens to their hard-earned wealth when they pass away? In other words, it’s the absence of an estate plan. In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” Julia and Tom explain how advisors can re-imagine estate planning for their clients to ensure a stress-free wealth transfer that minimizes future family conflicts. Julia and Tom discuss: <ul> <li>The main reasons why your clients might be delaying estate planning</li> <li>How to make estate planning highly process-driven and collaborative</li> <li>How family estate planning meetings can help retain your clients for multiple generations</li> <li>Why advisors should create their wills first before helping clients</li> <li>And more</li> </ul> Resources: <ul> <li><a href="https://everyfamiliesbusiness.com/book/" rel="nofollow" target="_blank">“Every Family’s Business” by Tom Deans, Ph.D.</a></li> <li><a href="https://willingwisdom.com/book/" rel="nofollow" target="_blank">“Willing Wisdom” by Tom Deans, Ph.D.</a></li> <li><a href="https://www.amazon.com/Marketing-Affluent-Thomas-J-Stanley-dp-0070610479/dp/0070610479/ref=mt_other?_encoding=UTF8&amp;me=&amp;qid=1651464910" rel="nofollow" target="_blank">“Marketing to the Affluent” by Thomas Stanley</a></li> <li><a href="https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474/ref=tmm_pap_swatch_0?_encoding=UTF8&amp;qid=1651464937&amp;sr=8-1" rel="nofollow" target="_blank">“The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas Stanley and William Danko</a></li> <li><a href="https://always-on-with-d-macpherson.blubrry.net/2021/11/25/6-how-to-attract-business-owners-with-tom-deans-ph-d/" rel="nofollow" target="_blank">Episode 6: “How to Attract Business Owners With Tom Deans, Ph.D.”</a></li> <li><a href="https://always-on-with-d-macpherson.blubrry.net/2022/04/28/dynamic-drivers-in-estate-planning-with-julia-norman-ep-18/" rel="nofollow" target="_blank">Episode 18: “Dynastic Drivers in Estate Planning with Julia Norman”</a></li> </ul> Connect With Duncan: <ul> <li><a href="https://www.paretosystems.com/" rel="nofollow" target="_blank">Pareto Systems</a> </li> <li>1.866.593.8020</li> <li><a href="https://www.paretosystems.com/schedule-a-call.html" rel="nofollow" target="_blank">Schedule a Call</a></li> <li><a href="https://www.linkedin.com/in/duncanmacpherson/?originalSubdomain=ca" rel="nofollow" target="_blank">Duncan on LinkedIn</a></li> </ul> Connect With Julia: <ul> <li><a href="https://www.linkedin.com/in/juliannorman/" rel="nofollow" target="_blank">LinkedIn: Julia Norman</a></li> <li><a href="https://www.linkedin.com/company/pushor-mitchell-llp/ts-llc/about/" rel="nofollow" target="_blank">LinkedIn: Pushor Mitchell LLP</a></li> <li><a href="https://www.pushormitchell.com/" rel="nofollow" target="_blank">Pushor Mitchell</a></li> </ul> Connect With Tom: <ul> <li><a href="https://www.linkedin.com/in/tomdeansphd/" rel="nofollow" target="_blank">LinkedIn: Tom Deans, Ph.D.</a></li> <li><a href="https://everyfamiliesbusiness.com/" rel="nofollow" target="_blank">Every Family’s Business</a> </li> </ul> Promotions: <ul> <li><a href="https://bluesquaretoolkit.com/" rel="nofollow" target="_blank">The Blue Square Toolkit by Pareto</a> (Start your 14-day free trial today!)</li> <li><a href="https://proudmouth.com/" rel="nofollow" target="_blank">ProudMouth – Be Your Own Loud</a></li> </ul> About Our Guests: Julia Norman is an associate lawyer with Pushor Mitchell practicing in the areas of civil litigation, family law, estate planning and estate administration. Prior to going to law school, Julia rode for the Canadian Equestrian Team in the sport of three-day eventing, training and competing throughout North America. Outside of the office Julia can be found spending time with her family, riding her horse, water skiing, or enjoying one of the many activities that the Okanagan has to offer. Tom Deans, Ph.D.’s research and thought leadership on the subjects of wealth transfers, preparing heirs and family dynamics has made him an in-demand speaker and webinar presenter. Since the release of his first book in 2008, Tom has delivered more than 1000 paid speeches in 25 countries. He has also provided advanced training to advisors employed by the world’s largest financial institutions, law firms and accounting firms. Dr. Deans is also the Founder of the Willing Wisdom Index a new digital client engagement tool for advisors to share with prospects and clients.

How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans, Ph.D. (Ep. 20)

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done.  On This episode of Always on, Duncan MacPherson is joined by Julia Norman, Associate Lawyer at Pushor Mitchell LLP, who specializes in estate planning. She shares insights and tips on how to navigate your estate plan so you don’t have to worry when something bad happens.  Julia discusses:  The three things that separates her from other estate planning lawyers   Tax Liabilities  The negative effects of procrastination on estate planning Why people are desperate to get their estate plan done when something big happens And More!  Resources:  Willing Wisdom &amp; Every Family’s Business by Tom Dean  Connect With Duncan:  Pareto Systems  1.866.593.8020 Schedule a Call Duncan on LinkedIn  Connect With Julia:  LinkedIn: Julia Norman LinkedIn: Pushor Mitchell LLP Pushor Mitchell  Promotions:  The Blue Square Toolkit by Pareto (Start your 14-day free trial today!) ProudMouth – Be Your Own Loud  About Our Guest: Julia Norman is an associate lawyer with Pushor Mitchell practicing in the areas of civil litigation, family law, estate planning and estate administration. Prior to going to law school, Julia rode for the Canadian Equestrian Team in the sport of three-day eventing, training and competing throughout North America. Outside of the office Julia can be found spending time with her family, riding her horse, waterskiiing, or enjoying one of the many activities that the Okanagan has to offer.

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done.  On This episode of Always on, Duncan MacPherson is joined by Julia Norman, Associate Lawyer at Pushor Mitchell LLP, who specializes in estate planning. She shares insights and tips on how to navigate your estate plan so you don’t have to worry when something bad happens.  Julia discusses: <ul> <li>The three things that separates her from other estate planning lawyers  </li> <li>Tax Liabilities </li> <li>The negative effects of procrastination on estate planning</li> <li>Why people are desperate to get their estate plan done when something big happens</li> <li>And More!</li> </ul> Resources: <ul> <li><a href="https://everyfamiliesbusiness.com/books/tom-deans-willing-wisdom-every-familys-business-family-life-bundle/" rel="nofollow" target="_blank">Willing Wisdom &amp; Every Family’s Business by Tom Dean</a></li> </ul> Connect With Duncan: <ul> <li><a href="https://www.paretosystems.com/" rel="nofollow" target="_blank">Pareto Systems</a> </li> <li>1.866.593.8020</li> <li><a href="https://www.paretosystems.com/schedule-a-call.html" rel="nofollow" target="_blank">Schedule a Call</a></li> <li><a href="https://www.linkedin.com/in/duncanmacpherson/?originalSubdomain=ca" rel="nofollow" target="_blank">Duncan on LinkedIn</a></li> </ul> Connect With Julia: <ul> <li><a href="https://www.linkedin.com/in/juliannorman/" rel="nofollow" target="_blank">LinkedIn: Julia Norman</a></li> <li><a href="https://www.linkedin.com/company/pushor-mitchell-llp/ts-llc/about/" rel="nofollow" target="_blank">LinkedIn: Pushor Mitchell LLP</a></li> <li><a href="https://www.pushormitchell.com/" rel="nofollow" target="_blank">Pushor Mitchell</a></li> </ul> Promotions: <ul> <li><a href="https://bluesquaretoolkit.com/" rel="nofollow" target="_blank">The Blue Square Toolkit by Pareto</a> (Start your 14-day free trial today!)</li> <li><a href="https://proudmouth.com/" rel="nofollow" target="_blank">ProudMouth – Be Your Own Loud</a></li> </ul> About Our Guest: Julia Norman is an associate lawyer with Pushor Mitchell practicing in the areas of civil litigation, family law, estate planning and estate administration. Prior to going to law school, Julia rode for the Canadian Equestrian Team in the sport of three-day eventing, training and competing throughout North America. Outside of the office Julia can be found spending time with her family, riding her horse, waterskiiing, or enjoying one of the many activities that the Okanagan has to offer.

Dynastic Drivers in Estate Planning with Julia Norman (Ep 18)

Only her second time at Bramham riding Dreamhchoill Drifter