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Listen to the podcast on Inkandescent Radio BLINK: Because Life Isn't Neat and Clean

Instead of New Year's Resolutions, Julie Pinkerton always maintained a Plan B as to the work that she wanted to do should her then-current role no longer be a fit. Learn how that mindset helped her create


Julie Pinkerton, CEO of ClientFirst-Evozen, is Redefining the Collaborative Community

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.

Meet our guest: Julie Pinkerton, CEO of ClientFirst-Evozen

Today’s topic: Redefining the Collaborative Community

Rita and Julie will discuss: 

  • How did Evozen and ClientFirst come to life and what is unique about it?
  • Why is the ClientFirst platform valuable for succession efforts?
  • How does ClientFirst address diversity?
  • What value does ClientFirst bring to everybody else?
  • Why is putting the client first the secret to resolving some of our industry’s largest issues?

About Julie: With more than 35 years of financial industry experience along with a national network of relationships to the planning table, Julie entered the industry in 1986. Her career trajectory focused on risk management and has experienced all three facets of our industry — working with the public, as well as in the field of corporate leadership, and as a personal consumer. Her final corporate position had Julie and her team-leading independent financial advisors across the country through best industry practices utilizing advanced life insurance concepts.

Instead of New Year’s Resolutions, Julie always maintained a Plan B as to the work that she wanted to do should her then-current role no longer be a fit. She would update the plan annually to reflect the current industry direction along with her experience and passions. In 2017, Julie had recognized that the industry faced three major issues: succession challenges, effectively scaling a practice and enabling women & minorities to achieve the gravitas necessary for them to stay in the industry. Evozen’s ClientFirst platform embraces these three pillars while elevating the client. A contributing writer on financial topics to US News & World Report, Julie is also working on a book titled, “BLINK: Because Life Isn’t Neat & Clean.”

Avid artists and photographers, Julie and her husband, David, love to travel worldwide for inspiration. Julie also enjoys experimenting in the garden, growing organic flowers and vegetables year-round. They are the proud parents of two rescue mixed border collies. Julie is equally passionate about giving back to her community. Toward that goal, Evozen donates 15% of all net profits to One Generation Away, a 501(c)(3) in Franklin TN whose goal is to wipe hunger off the face of America. She has served in leadership roles across many industry organizations and local charities.

A graduate of Baylor University with a bachelor’s in business administration, Julie is a Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Life Underwriter Training Council Fellow (LUTCF) professional designations from The American College. Learn more at

Join us this and every Friday at 5 pm EST on Facebook Live:

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