How does integrity shape financial planning, leadership, and client relationships? On this episode of The Power of Integrity, host Ralph Adamo sits down with Evelyn Zohlen, Regional Director & Senior Financial Planner at Apella Wealth, to discuss the role of ethics in financial decision-making. With a background as an Air Force intelligence officer and decades in financial services, Evelyn shares how integrity has guided her career, client relationships, and leadership.

In this episode, you’ll discover:

• How Evelyn’s military background shaped her approach to integrity
• Why defining your “ideal client” is a critical business decision
• The power of mentorship and surrounding yourself with like-minded professionals

Podcast Quote: "You don’t have to go it alone. There are those ahead on the path willing to share their journey." – Evelyn Zohlen

Tune in now to hear Evelyn’s inspiring insights on leadership, integrity, and financial planning! Don’t forget to subscribe and share.

Connect with Evelyn Zohlen:

• LinkedIn: https://www.linkedin.com/in/evelynzohlen/
• Website: www.apellawealth.com
• Email: ezohlen@apellawealth.com

Connect with Ralph Adamo:

• LinkedIn: https://www.linkedin.com/in/ralph-adamo/
• Website: http://www.integrityiwm.com/
• Website: https://www.integrityatwork.com/
• Podbean: https://thepowerofintegrity.podbean.com/
• YouTube: https://www.youtube.com/@integritywealthmanagement9812

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Disclaimer:

Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc., Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

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