Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor
A Woman's Clarity®
30 minutes 47 seconds
1 year ago
Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor
Women have made significant contributions to the financial services industry, and we hope that through increased recognition and support, even more women will follow. In celebration of International Women’s Day, host Kirsten Schlumbohm, VP of Annuity Sales at C2P, chats with Mary Sterk, CFP® CPFA, CEO, owner, and founder of Sterk Financial Services. Together they discuss Mary's journey from facing personal and financial challenges to founding Sterk Financial Services and getting where she is today — being named the #1 financial advisor in South Dakota by Forbes in 2024 (https://www.forbes.com/lists/best-in-state-women-advisors/?sh=a2171ba1d113). Mary shares the key factors, strategies, and lessons that have led to her success. Tune in for practical ways to continuously improve your personal and professional development as an advisor and empower women in the financial industry. Top of FormResources:* Episode 1 of A Woman’s Clarity: Empowerment Through Mentorship (https://c2penterprises.com/womans-clarity/empowerment-through-mentorship/) * SmartOffice (https://www.ebixcrm.com/): Cloud-Based CRM and AMS for Advisors and Insurance Agents* Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones book* The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy book* Outlive: The Science & Art Of Longevity book* Ladies Get Paid: The Ultimate Guide to Breaking Barriers, Owning Your Worth, and Taking Command of Your Career book
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!