Evelyn is a former intelligence officer in the United States Air Force, member of the Board of Directors of the Financial Planning Association, and adjunct professor at the University of California at Irvine. Today, she serves on the Advisory Board for the Center for Investment and Wealth Management at UCI, and is a community leader currently serving on the Board of Governors for the Center Club in Orange County.
We believe Evelyn’s philosophy – and that of her entire team’s – is a winning recipe for becoming referable. She tells us how they have tailored everything from the office environment to their growth strategy around their chosen niche. She emphasizes story-telling, and using your specialization in your target market as a primary differentiator. Her firm has identified their biggest source of referrals – centers of influence – and designed an entire experience for those contacts to sustain that growth. Evelyn discusses her successful blog and what truly makes it work for Inspired Financial.
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