Your Most Important Decisions Aren't as Rational as You Think: with Julina Ogilvie

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 itHow to tailor your communication style to different client personalitiesThe role of neurodiversity in financial planning and client relationshipsWhat behavioral finance reveals about how we really make money decisionsHow to help clients "stay the course" when volatility triggers panicConnect with Julina Ogilvie:🌐 Website: https://www.PrincipleWealthPartners.com🎙️ Women on Wealth Podcast: https://julinaogilvie.net/podcastResources mentioned:JP Morgan's Autism at Work Program: https://www.jpmorgan.com/insights/people-and-culture/autism-at-workBehavioral 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