Get Ready: Before Life Happens Podcast
Get Ready: Before Life Happens brings together diverse voices, guides, and changemakers from around the world who are helping people and professionals navigate life’s what-ifs with clarity, integrity and confidence.
Hosted by Financial Readiness Advocate Tony Steuer, the show explores the insights, stories, and tools that strengthen financial readiness and reshape how we think about money, life, aging, caregiving, resilience, and purpose.
Want more? Join The Get Ready Movement at www.tonysteuer.com
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Get Ready: Before Life Happens Podcast
Why Human Connection Still Matters in an AI-Driven World
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On this episode of The Get Ready Money Podcast, I spoke with Julie Pinkerton, CEO and founder of Evozen and creator of the ClientFirst platform, about why human connection, not algorithms, drives meaningful professional relationships.
Julie shares why the most effective way to grow your business often comes through peer relationships, how understanding behavioral styles improves communication, and why authenticity matters even more in a technology-driven world. We also explore how AI can support connection without replacing it, and why you don’t need to be an extrovert to be a strong networker.
🔑 Key Takeaways
🔹 The best way to be able to bring in new clients is to be able to work with other peers in the same industry.
🔹 Networking is shaped by how people experience you, not just how often you show up
🔹 Understanding behavioral styles helps you communicate more effectively with others
🔹 Being cognizant of your style allows you to make adjustments
🔹 Meaningful relationships are built through small, thoughtful actions, not big gestures
🔹 Remembering what matters to others helps people feel seen and valued
🔹 AI can support connection, however it can’t replace human judgment and trust
🔹 You don’t need to be an extrovert to build strong professional relationships
Technology should make us more human, not less. Our ability to connect authentically may become our greatest differentiator in an increasingly automated world.
Connect with Julie Pinkerton
Bio:
Julie Pinkerton, CLU®, ChFC®, LUTCF® is the CEO of Evozen, LLC. Evozen's ClientFirst™ community unites independent Rainmakers in insurance, investments, law and tax as Centers of Influence. ClientFirst™ is solving the most challenging problem these professions face - the continual need for organic client growth. ClientFirst™ is the only national, fully-diverse digital community that creates the right environment for people to connect in order to provide top service to their clients and solve their most challenging problems.
Julie is a contributing writer for U.S. News & World Report, focusing on financial topics since 2021. She is in the midst of authoring a book, "BLINK,
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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
