Key Lessons from Julie Roy’s Transformation Meeting:

• The Power of the Right Rooms: Growth is intentional. Surround yourself with mentors, visionaries, and peers who challenge you. Julie invests in herself by attending 3 conferences per quarter.
  

• Focus as the Ultimate Edge: Entrepreneurs thrive on creativity but win through discipline. Julie recommends focusing on 3 key targets per day, journaling, and working in 4 focused blocks of time.
  

• Scaling with Strategy: A mess scaled is a disaster. Scaling requires SOPs, clear roles, and the right people in the right seats (who Get it, Want it, and have the Capacity).
  

• Sales + Marketing Mastery: Authenticity, charisma, and empathy are essential. Become your own Strategic Marketing Officer — your job is to solve problems.
  

• Invest Early and Intelligently: Start small (1% of profit), build up (10% → 60%), and use smart tax strategies (e.g., Negative K-1s) to grow wealth while reducing taxable income.
  

• Mission-Driven Success: Build with the end in mind. Align family and business values. Focus on Return on Life (ROL), not just ROI.
  

• Scaling with Significance: Treat your people well. Operate with excellence as a standard, inspired by Disney-level customer experiences. When you win, your people win.
  

Julie’s parting reminder: “If I can do it with a loan shark and a dream... you can do it with strategy and support.”