A Woman's Clarity
About A Woman's Clarity
A Woman’s Clarity aims to help both women and men in the financial services industry reach their full potential by interacting with like-minded, strong, and motivated holistic advisors. We’ve partnered with our network of institutional and carrier partners to bring expertise, advice, tips, and more from talented female leaders, professionals, and practitioners in the finance sector.
Latest Episode
Conversation Circles & Leveraging Your Centers of Influence
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, Associate at DFA’s Global Client Group, provide a crash course on hosting these events and making them authentic to your firm. In this special edition of A Woman’s Clarity, we’re sharing an insightful webinar recording featuring this inspiring topic. Listen and follow along with the slides below as our special guests teach you how to add these intimate conversations into your business model for stronger client relationships and referrals.
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Meet the Host
Kirsten Schlumbohm
Kirsten Schlumbohm is the Vice President of Annuity Sales at C2P. She has over 15 years of industry experience, in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her partner Jeff.