About the episode:
What does successful networking look like for those in the financial services industry, and why does it matter? Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, for valuable lessons on the art of networking within the financial services industry, featuring Julie Pinkerton, CLU, ChFC, LUTCF®, CEO & Managing Member of Evozen. Going beyond traditional networking methods, they discuss the nuances of building meaningful professional relationships, especially for women and minorities in finance.
Key Topics Covered:
Tune in for these insightful strategies and more as these two successful financial professionals (who met through intentional networking), discuss how to grow your practice and make impactful connections in the financial industry.
About the guests
Julie Pinkerton, CLU®, ChFC®, LUTCF®, is a distinguished executive, entrepreneur, and US News contributing writer, who has carved a niche for herself as the “Rainmaker of Rainmakers.” With over three decades of experience, she has demonstrated vast expertise in bridging the gaps between various facets of financial services, including insurance, investments, and strategic planning.
In 2017, Julie founded Evozen, and introduced ClientFirst™, a digital platform designed to connect independent Rainmakers across tax, legal, insurance, and investment fields. Her various roles highlight her commitment to innovation, showcasing her dedication to fostering a scalable, profitable, and inclusive industry. In addition to Pinkerton’s professional achievements, she contributes as a writer to U.S. News & World Report, where she shares insights on topics like scaling practices, enhancing firm valuation, and the importance of organic growth.
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