Originally trained as a social worker, Julie Burstin found a second career in insurance in 1995. It turned out that the attributes that drew her to social work in the first place--the desire to both help and work with people--were directly applicable to her work in financial services. As a therapist you have to constantly develop and practice good listening skills, explains Julie. I use those skills every day at work. Listening helps me pinpoint exactly where to start with a client so I can help move people along to where they hope to be, she says.
Julie, whose father, David, is a founding partner of the firm, does not recall feeling pressured to follow his footsteps. In fact, once she had decided to make a career move, her father encouraged her to work elsewhere before joining the firm. She started working with women and young adults, joining various womens networking organizations. Gradually, her clients expanded to business owners and families. Many of the people I helped over the years are now married, have children, and either own their own businesses or are key employees in a business, she says.
Today, Julie is a partner at Burstin, Frantz, and Hicks, where she focuses her efforts on helping business owners and their families with life, disability income, and long term care insurance needs. Julie enjoys helping her clients understand the role insurance plays in their overall financial plan.
What Julie likes most about her work is the ability to impact lives in a positive way. I enjoy meeting new people and helping them to fulfill their needs, she says. Her laid-back approach makes it easy for clients to feel comfortable and connect with her. Not one to push, Julie tends to ask questions that allow for a comfortable dialogue between advisor and client. I dont have an agenda when I sit down with my clients, except to listen to their story and help educate them on how to reach their goals, she says about her approach.
An advantage of owning her own practice is the flexibility it affords her to also be a full time mom. Julie finds a way to juggle life as a mom with the demands of her insurance practice. She is very active in her childrens athletic and school activities. In addition, Julie is involved with the JCC of Greater Pittsburgh, Juvenile Diabetes Research Foundation, and several other committees and fund raising efforts throughout the Pittsburgh area.
Julie loves to work out and spends much of her free time giving back to the community. She and her husband Jason reside in Pittsburgh, Pennsylvania with their three boys.