Julia Powers Email and Phone Number

Hege Financial Group is a financial services firm specializing in wealth management. Hege Financial Group advises clients in all aspects of their financial lives and our recommendations enhance the way they live, retire, and leave a legacy to their family. Hege Financial Group has advised clients for over 40 years.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to see "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Promote and sell memberships, as well as ensure retention, through relationship-building, community engagement, and other campaigns – strategically evaluating opportunities and showcasing the club’s benefits through personal tours.• Exceeded the 2021 sales goal by $20K+, successfully adding $336K in additional revenue to the budget.• Create brand awareness through local/regional advertising campaigns and partnerships with various media; manage an average marketing budget of $20K+ per year.• Collaborate with local Chambers of Commerce to engage with Chamber members and community events, promoting the club and benefits to potential members.• Evaluate demographics via market trends and data, gaining an understanding of target audience’s needs and household incomes; study the impact of inflation, COVID, and other issues on membership retention and sign-ups.• Develop a quarterly game plan – identifying steps involved to meet and exceed sales goals.• Oversee the Membership Committee, collaborating with a team of 10 to identify new strategies for growth and maintaining an average 95% retention rate year over year.• Prepare membership contracts for real estate closings, specifically for new residents who are required to join the club, based on the terms of their home purchase.

• Served as the liaison between the Club and members, providing opportunities for the members to engage and enjoy club benefits.• Achieved Club 100, a retention plan achieved by only six (of 200) Member Relation Directors.• Managed and oversaw the training of six Clubs’ Member Relation Directors.• Instrumental in the development of Club-favorite, the Summer Concert Series, as well as 100+ Member events, including progressive cart parties, festivals, and more – generating $750K+ in event-related revenue.• Handled all Club communications and marketing, including email campaigns, social media marketing, flyers, calendars, website updates, and other marketing materials.• Oversaw the Social Committee and Young Executive Committee.• Improved Member Events experience by 16% (and 9% higher than the company average).• Conducted weekly new Member orientation and managed Member retentions.

• Developed a new process for requesting benefits, saving time and money while increasing accuracy.• Communicated with insurance providers to verify insurance coverage and medical benefits.• Developed employee training manual, as well as trained five team members.• Maintained inventory and ordered supplies.

• Managed all marketing endeavors; presented business to prospective customers and business partners.• Raised $30K+ in Market Development Funds. • Planned 20+ events, including monthly meetings, company outings, and prospective customer events.• Handled an average of 75 customer requests per week.