EP 010: Unlocking Financial Wisdom: Insights from a Strategic Planning and Analysis Manager. Explore Strategies for Defining Strengths, Financial Planning, and Overcoming Challenges,

Sat down with a close friend and former schoolmate, Julian Morrison. Julian is the Strategic Planning and Analysis Manager at Proven Wealth Ltd. He leads a team of analysts that assesses investment opportunities and does strategic planning for Proven Group Limited. Prior to this, Julian worked as the Assistant Manager of Private Equity at Proven Management Limited. Julian has 7 years of experience in the financial services industry, during which he founded Wealth Watch JA. He started as an intern at the Ministry of Finance, followed by another internship at Sagicor Group Jamaica. Julian is a Prime Minister Youth Awardee in the Leadership category and Sponsor Trustee for the Women’s Centre of Jamaica Foundation (WCJF) Pension Fund. He is a board member of Caribbean Coastal Area Management (C-CAM), overseeing Jamaica’s largest protected area, Portland Bight. He is the former Curator of the Global Shapers Kingston Hub and is a former Head Boy of Ardenne High School. Julian is passionate about financial literacy and enjoys reading, biking, and F1 racing. Topics discussed in this episode: What is the Dream, Aka 10 - 15 Year Goal Finding your signature strength How did you go about defining your strengths and leveraging them for success?  Current business skills you are working on Current Affairs In the World  China Russia  Inflation  Setting Budget and Financing  Tips for 30 year old listen to start and improve financial planning Executing the Financial plan? Typical ways people fail to execute the Financial plan solutions to those problems  Goals settings breaking the dream down action items  Investing & Life Insurance Dealing with and recovering from low moments & low energy Daily Grind & Activity Sequencing  Outside of work, what do you do for enjoyment? Social Media Handles