How Julie Bishop Went from Banking to Broking

The Successful Adviser by James McCracken

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2+ y ago 37:42

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In this interview with Julie Bishop, I took a slightly different tact.

Yes, Julie and I could have just talked about all the great things going on in her business, which she co-owns with two other brokers.

But instead, we looked at some of the challenges and opportunities Julie has worked through to transition from a successful career in banking to establishing a highly referred broking business.

Some of the discussion points included:

When to pull the trigger on hiring staff
Structuring and profit-sharing of a jointly owned business (in Julie’s case, with Aaron and Mike)
Importance of vision and mission to the business and decision making
The need to take time to work ‘on' the business, not just in it

If you want to continue the conversation with Julie, you can email her or call her mobile, 0477 899 922.

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