What if the key to financial success isn't picking the right stocks — it's understanding how your clients think? Julina Ogilvie joins Jeremy Doran to share her journey from finance to wealth management and why communication, personality, and emotional intelligence matter more than most advisors realize.

In this episode:

• Why fear and greed drive every market decision — and how to work with that, not against it
• How to tailor your communication style to different client personalities
• The role of neurodiversity in financial planning and client relationships
• What behavioral finance reveals about how we really make money decisions
• How to help clients "stay the course" when volatility triggers panic

Connect with Julina Ogilvie:🌐 Website: https://www.PrincipleWealthPartners.com🎙️ Women on Wealth Podcast: https://julinaogilvie.net/podcast

Resources mentioned:

• JP Morgan's Autism at Work Program: https://www.jpmorgan.com/insights/people-and-culture/autism-at-work
• Behavioral Finance Nobel Laureates: https://www.nobelprize.org/prizes/economics/2013/summary/

Chapters:00:00 Introduction to Neurodivergent Leadership01:34 Julina's Journey in Finance03:38 Transitioning from Advisors to Individual Clients05:38 The Dance of Communication07:43 Understanding Client Personalities09:30 The Importance of Direct Communication11:18 Behavioral Finance and Emotional Decision-Making17:29 Exploring Money Stories20:29 Diversity in Finance24:45 Translating Complex Financial Concepts26:31 The Role of Behavioral Finance29:16 Conclusion and Communication Advice