Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
348: Conference Season: A Simple Framework to Get Measurable Results
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into overwhelm, shiny object syndrome, and a notebook full of ideas that never see the light of day. In this episode, I walk you through a simple four-phase framework — before, during, after, and six months later — so you can actually measure ROI from the events you attend and make sure they move the needle in your business.
In this episode, you’ll learn:
How…
The skinny
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