International Keynote & TEDx Speaker on Family Values
Empowering families to pass down wisdom, not just wealth.
Dr. Julia Myers is a highly sought-after international keynote speaker and national expert on how wealthy families can talk to kids about money using her signature Generational Wisdom® Playbook. She has empowered hundreds of families to transform their money mindset, regain control over generational wealth, and break cycles of entitlement.
Julia has delivered keynote presentations at prestigious national events such as White Coat Investor and GoBundance, sharing stages with leaders like John C. Maxwell and Tim Tebow. She is a beloved panelist, webinar host, and podcast guest, known for actionable insights and compelling storytelling.
Holding a Doctor of Pharmacy degree from the University of Wyoming and an MBA in Healthcare Administration, Julia brings 15 years of clinical and leadership experience in healthcare to her work, blending precision with empathy.
A life-altering medical event in 2022 inspired Julia to pivot from pharmacy to entrepreneurship and public speaking. As a mother of five, she has become the nation’s leading voice for helping affluent families navigate entitlement and cultivate financial maturity through her Generational Wisdom® Framework.
Watch Julia's Founders Journey Video HERE
additional Keynote Speaking Topics
Navigating Entitlement in a Wealthy World
Helping Families Instill Gratitude, Responsibility, and Financial Maturity
More is normal. Enough is never enough. That is the water wealthy families swim in today, and it is quietly raising kids who expect without earning and receive without gratitude.
Dr. Julia Myers helps audiences reverse that pattern. As a first-generation wealth creator and mother of five, she has learned firsthand that entitlement is rarely a character flaw in kids. It is usually an unintended byproduct of good intentions and abundant resources.
In this keynote, Julia gives parents, educators, and family offices the language and tools to counter entitlement with values, financial maturity, resilience, and intentional legacy building. Using the Generational Wisdom® framework, she reminds audiences that nothing is more uncommon than common sense, and shows families how to raise kids who are grounded, grateful, and money savvy because of how their advantages are handled at home, not despite them.
Key Take Aways:
- Recognize the hidden drivers of entitlement in high-achieving households.
- Replace guilt-driven parenting with values-driven conversations about money.
- Apply the Generational Wisdom® Discernment Quadrant to help kids evaluate wants versus needs before they act.
- Build gratitude and resilience as everyday family habits, not one-time lessons.
- Prepare the next generation for both financial independence and legacy preservation.
Trends in Generational Wealth: Mastering Family Money Dynamics with Wisdom
Insights for Advisors, Families, and Communities Shaping the Future
Seventy percent of wealthy families lose their wealth by the second generation. Ninety percent by the third. For the advisors and family offices managing those relationships, that statistic is not just a family problem. It is a retention problem.
Dr. Julia Myers works at the intersection of family dynamics and financial planning, helping advisors, family offices, and communities understand the human patterns behind wealth transfer failure. Combining original research into family wealth dynamics with her own experience advising high-earning families, she highlights emerging trends in wealth transfer, family dynamics, and financial influence, and translates those patterns into practical differentiation for the professionals serving next-generation clients.
This keynote gives financial professionals a clear view of where generational wealth strategy is headed, and the tools to become the advisor a family keeps across generations, not just the one who managed the first.
Key Take Aways:
- Understand the family dynamics that drive assets away from advisors during the great wealth transfer.
- Identify the early conversations that build trust with next-generation heirs before wealth transfers.
- Apply the Generational Wisdom® framework to strengthen multi-generational client relationships.
- Differentiate your practice with a values-based approach to family wealth planning.
- Position your firm as a long-term partner across generations, not a single-generation service provider.
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