GetReal! - 19 - Julie Pinkerton - GetReal! with Julie Pinkerton
Please join Co-Hosts Meg Hanington and Genevieve E. Thayer of GetReal! with their guest Julie Pinkerton, CLU®, ChFC®, LUTCF®, CEO and Managing Member of Evozen. Julie discusses ClientFirst, a digital community platform designed to pull layers of advice from advisors and professionals that support the flow of money, for a more cohesive client experience.