THE BEST BENEFITS

Design for you

Julie Hamilton, MBA, CFP

Consultant-Wealth Planning Learning Solutions
Julie Hamilton has extensive experience in the financial services industry, having worked directly with clients creating written financial plans and advising them on investments. She designs and delivers courses in financial planning content and software that integrates financial planning software into the sales process. Financial Planning Software experience includes NaviPlan®, Voyant® and Conquest®.

Julie’s training draws upon adult education principles and peer interaction to create meaningful connection to product and service offerings. Her experience working directly with clients, understanding of the sales process, and software user situation allows her to create custom training and provide delivery on many wealth management topics.

Isabelle Ford

Learning Experience Designer and Visual Designer
How your message looks is as important as what your message is saying. Isabelle believes that effective content must be clearly written and visually engaging. With over 10 years of experience in instructional design, development, and communications, she is expertly skilled in creating learning in a variety of online and in-person formats. She loves to express her creativity through her work and enjoys collaborating with others to produce exciting learning experiences.

Isabelle’s immense experience in the banking and corporate sector ensures that she is able to deliver clear and concise training on complex financial topics. Her in-depth knowledge of adult learning theory and visual design blend together to deliver learner-focused training that supports business goals and metrics.