About the Episode:
Many advisors are sitting on a referral pipeline they have never tapped. Your clients are likely more willing to recommend you than you realize, they just need to be asked.
Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting, to cover the mindset, language, and team systems that make referrals a repeatable part of how your practice grows.
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About the Host:
Kirsten Schlumbohm is the Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P. She has over 15 years of industry experience, in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
While a frequent host on The Bucket Plan® On Demand podcast, Kirsten primarily serves as the host of A Woman’s Clarity® roundtable and forum — a platform dedicated to empowering women in and around the financial services industry.
About the Guest:
Gina Pellegrini is the driving force behind Pellegrini Team Consulting. With a remarkable career spanning over 40 years in the financial services industry, Gina’s journey began as an administrative scheduling assistant to a financial producer in Chicago. In this role, she honed her skills, keeping his calendar full and efficiently managed the day-to-day operations of the office. During her tenure, Gina identified a unique opportunity while training new team members within the agency. Recognizing the need for a specialized service, she ventured into entrepreneurship, founding Pellegrini Team Consulting. The primary focus? Assisting financial advisors in hiring, training, and working more effectively with their teams.