Julie Pinkerton, Clu®, Chfc®, Lutcf® Email and Phone Number
Julie Pinkerton, Clu®, Chfc®, Lutcf® work email
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Julie Pinkerton, Clu®, Chfc®, Lutcf® personal email
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.
Evozen, Llc
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Chief Executive OfficerEvozen, Llc Mar 2017 - PresentLaunched 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. -
Contributing WriterU.S. News & World Report Mar 2021 - PresentWashington, Dc, UsWriting 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. -
National Sales Manager - Practice ManagementPacific Life Feb 2016 - Mar 2017Newport Beach, Ca, Us -
Divisional Vice President - Regional Life Office DistributionPacific Life Jan 2011 - Feb 2016Newport Beach, Ca, Us -
Regional Vice President - Regional Life DistributionPacific Life Apr 2003 - Jan 2011Newport Beach, Ca, Us -
Field Vice President - National Accounts & Regional Life Office DistributionPacific Life May 1998 - Apr 2003Newport Beach, Ca, Us -
Regional Sales DirectorAig May 1997 - May 1998New York, Ny, Us -
Brokerage Director / Personal SalesTransamerica Jan 1992 - May 1997Baltimore, Maryland, Us -
Insurance AgentMetlife May 1987 - Jan 1992New York, Ny, Us -
Special Projects Coordinator; MarketingNational Group Corporation Jan 1986 - May 1987
Julie Pinkerton, Clu®, Chfc®, Lutcf® Skills
Julie Pinkerton, Clu®, Chfc®, Lutcf® Education Details
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Baylor University - Hankamer School Of BusinessMarketing -
The American College Of Financial ServicesLutcf
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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