The Tony Steuer Podcast with Julie Pinkerton: Putting Your Client’s Needs First

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On the latest episode of The Tony Steuer Podcast, I spoke with Julie Pinkerton, CEO and Managing Member of Evozen LLC about the importance of putting clients' needs front and center.

Julie Pinkerton is the CEO and Managing Member of Evozen LLC. ClientFirst™ is a fully diverse online community that enables financial professionals to truly put their client's needs first, assists mature financial advisors to exit the industry gracefully, and positions women and minorities to achieve the necessary gravitas to succeed early in their career. Julie has held executive and consulting positions nationally in financial services since 1998.  Julie is a contributing writer for U.S. News covering financial planning, risk management, and advisor selection topics. 

In this episode we discussed:

• The inspiration behind Evozen
• The importance of being client-centric
• How an integrative approach makes all the difference for your clients

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.