Julie Pinkerton, Clu®, Chfc®, Lutcf®

Julie Pinkerton, Clu®, Chfc®, Lutcf® Email and Phone Number

Rainmaker of Rainmakers | CEO | Entrepreneur | Award-Winning Financial Services Executive | US News Contributing Writer | Puzzle Builder | Dog Lover | Travel Photographer | Brake for Turtles @ Evozen, LLC
Julie Pinkerton, Clu®, Chfc®, Lutcf®'s Location
Nashville Metropolitan Area, United States, United States
Julie Pinkerton, Clu®, Chfc®, Lutcf®'s Contact Details

Julie Pinkerton, Clu®, Chfc®, Lutcf® work email

Julie Pinkerton, Clu®, Chfc®, Lutcf® personal email

n/a
About Julie Pinkerton, Clu®, Chfc®, Lutcf®

I never do New Year's Resolutions. Rather, I had Plan B and updated it for 31 years with new knowledge, experience and a robust network.In 2017, it was time. It took several years to bootstrap the technical development plus the pandemic. In 2021, we went live and haven’t looked back. Tax, legal, investment, insurance & trust professionals state these challenges: * Scaling practices* Increasing women/minority representation* Creating a high firm valuation.▶︎ The missing ingredient? Organic growth. It’s the leading problem every.single.day.With the surging stock market and easy M&A money, firms had practically stopped marketing. When the winds turned, advisors had to suddenly learn social media while navigating websites and lead services. Overhead rose; results were less than ideal.Financial advisors say they get 64% of their referrals from existing clients. But, they hate asking. ▶︎ The highest quality and most profitable referrals come from other professionals. 89% of high net worth clients find their financial advisors through their CPA and attorney. ▶︎ The most valuable person in a firm is a Rainmaker. Rainmakers make revenue happen by strategic peer-to-peer networking. But, they have no easy way to connect to each other. It could take hours, days (or never) to find "a good estate planning attorney in Austin". Clients demand experience, credentials, niche markets and native languages. If geography is challenging, think how impossible it is to search for all of these needs.The country is on the move, too. Geography no longer matters. Advisors are losing clients as they vacate certain states. Advisors themselves are moving to mountain cabins, lake houses and even abroad. Networks desperately need updating so that they can find the BEST professional for a given problem, not just the closest one to their office.✅ We created ClientFirst, the only national, fully-diverse network of and for independent Rainmakers in the investment, insurance, law, tax and trust professions.✅ What used to take days and typically got poor results, now takes less than 90 seconds.It has been a real joy for me to see individuals, firms and enterprises taking note of our growth. Every day we add more top-notch professionals. Our growth allows us to give back, too through OneGenAway, a TN 501(c)(3) that is feeding America. The bulk of our professionals choose Tier 2 - each subscription feeds 1,186 families for a week. ClientFirst is the trademarked platform of Evozen, LLC.

Julie Pinkerton, Clu®, Chfc®, Lutcf®'s Current Company Details
Evozen, LLC

Evozen, Llc

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Rainmaker of Rainmakers | CEO | Entrepreneur | Award-Winning Financial Services Executive | US News Contributing Writer | Puzzle Builder | Dog Lover | Travel Photographer | Brake for Turtles
Julie Pinkerton, Clu®, Chfc®, Lutcf® Work Experience Details
  • Evozen, Llc
    Chief Executive Officer
    Evozen, Llc Mar 2017 - Present
    Launched in late 2021, ClientFirst™ is a digital community formulated specifically for independent Rainmakers in tax, legal, insurance and investment fields as well as other specialties that support the flow of money with clients across the entire US. The experienced and talented men and women in our community are fully diverse and committed to growing their businesses, profitably achieving scale and ultimately exiting at the best possible value to meet their retirement goals. Most importantly, they adhere to a fiduciary standard so that client needs are first, fully and foremost.
  • U.S. News & World Report
    Contributing Writer
    U.S. News & World Report Mar 2021 - Present
    Washington, Dc, Us
    Writing bi-monthly content for Financial Advisors to scale their practice and ultimately, have a successful transition. Articles especially focused with an eye toward the human side of the profession and engaging other professionals (insurance, tax, legal and specialty) to best serve clients in all aspects of their planning needs.
  • Pacific Life
    National Sales Manager - Practice Management
    Pacific Life Feb 2016 - Mar 2017
    Newport Beach, Ca, Us
  • Pacific Life
    Divisional Vice President - Regional Life Office Distribution
    Pacific Life Jan 2011 - Feb 2016
    Newport Beach, Ca, Us
  • Pacific Life
    Regional Vice President - Regional Life Distribution
    Pacific Life Apr 2003 - Jan 2011
    Newport Beach, Ca, Us
  • Pacific Life
    Field Vice President - National Accounts & Regional Life Office Distribution
    Pacific Life May 1998 - Apr 2003
    Newport Beach, Ca, Us
  • Aig
    Regional Sales Director
    Aig May 1997 - May 1998
    New York, Ny, Us
  • Transamerica
    Brokerage Director / Personal Sales
    Transamerica Jan 1992 - May 1997
    Baltimore, Maryland, Us
  • Metlife
    Insurance Agent
    Metlife May 1987 - Jan 1992
    New York, Ny, Us
  • National Group Corporation
    Special Projects Coordinator; Marketing
    National Group Corporation Jan 1986 - May 1987

Julie Pinkerton, Clu®, Chfc®, Lutcf® Skills

Leadership Estate Planning Series 63 Alternative Investments Team Building Practice Management Public Speaking Fixed Annuities Executive Benefits Concept Knowledge Insurance Medicare Channel Development Iras Business Development Launching Start Ups Relationship Management Variable Annuities Team Leadership Series 6 Investment Advisory Strategic Planning Financial Services Life Insurance Territory Management Underwriting Universal Life Business Planning Independent Planners Sales And Marketing Long Term Care Wealth Advanced Sales Succession Planning Series 24 Management Business Coaching Problem Solving Business Building Marketing Strategy Brokers Launching New Programs Series 7

Julie Pinkerton, Clu®, Chfc®, Lutcf® Education Details

  • Baylor University - Hankamer School Of Business
    Baylor University - Hankamer School Of Business
    Marketing
  • The American College Of Financial Services
    The American College Of Financial Services
    Lutcf

Frequently Asked Questions about Julie Pinkerton, Clu®, Chfc®, Lutcf®

What company does Julie Pinkerton, Clu®, Chfc®, Lutcf® work for?

Julie Pinkerton, Clu®, Chfc®, Lutcf® works for Evozen, Llc

What is Julie Pinkerton, Clu®, Chfc®, Lutcf®'s role at the current company?

Julie Pinkerton, Clu®, Chfc®, Lutcf®'s current role is Rainmaker of Rainmakers | CEO | Entrepreneur | Award-Winning Financial Services Executive | US News Contributing Writer | Puzzle Builder | Dog Lover | Travel Photographer | Brake for Turtles.

What is Julie Pinkerton, Clu®, Chfc®, Lutcf®'s email address?

Julie Pinkerton, Clu®, Chfc®, Lutcf®'s email address is ju****@****ife.com

What schools did Julie Pinkerton, Clu®, Chfc®, Lutcf® attend?

Julie Pinkerton, Clu®, Chfc®, Lutcf® attended Baylor University - Hankamer School Of Business, The American College Of Financial Services.

What skills is Julie Pinkerton, Clu®, Chfc®, Lutcf® known for?

Julie Pinkerton, Clu®, Chfc®, Lutcf® has skills like Leadership, Estate Planning, Series 63, Alternative Investments, Team Building, Practice Management, Public Speaking, Fixed Annuities, Executive Benefits, Concept Knowledge, Insurance, Medicare.

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