Evelyn Zohlen's guest appearances

Evelyn Zohlen

Becoming Referable Podcast

Financial Advisor Success

Beverly Flaxington

Julie Littlechild

Eliza De Pardo

Steve Wershing

Susan Bradley

Heather Fortner

Stacy Francis

Brittany Anderson

Penny Phillips

Sheryl Garrett

Michael Kitces

Stephanie Bogan

Bill Cates

Andrea Schlapia

Alan Moore

OwlTail

In today’s episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California.  Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly. Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry. For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years. Get the full show notes and transcript for this episode at: www.kitces.com/21

In today’s episode, I speak with Inspired Financial founder, Evelyn Zohlen, an independent RIA in southern California.  Her business is focused on working with women in transition, namely divorcees and widows. Her small, cohesive team dominates the niche and innovates constantly. Evelyn shares the details of how she selected this niche and built her team. They have set up their fees and team to deliver over-the-top coverage to select clients and share responsibilities fairly. Some clients pay for AUM, while others pay her a retainer, which is a growing trend within the industry. For Evelyn, driving referrals from centers of influence has been the foundation of how she has built her business. This has led her to bring $140M in assets under management in 15 years. Get the full show notes and transcript for this episode at: <a href="http://www.kitces.com/21" rel="nofollow" target="_blank">www.kitces.com/21</a>

Ep 021: Pivoting An Existing Advisory Firm To A Niche Serving Women In Transition with Evelyn Zohlen

Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine. A [...] The post Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients appeared first on Becoming Referable.

Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine. A [...] The post <a href="http://www.becomingreferable.com/evelyn-zohlen-magnet-for-ideal-clients/" rel="nofollow" target="_blank">Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients