The Efficient Advisor: Tactical Business Advice for Financial Planners

064: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful


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It’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you’re like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don’t know where to start first. 

I don’t know about you, but I really really really enjoy attending industry conferences. 

Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it’s just a single-day regional meeting. If the agenda is gold… I’m there!

In the last two decades, I’ve figured out a few ways to get the most out of an industry affair and to keep it effective versus overwhelming. 

In this episode you’ll receive insightful tips on how to:

  • Prep for a conference so that you can roll in prepared to receive and absorb the most pertinent information (like how to create your own LinkedIn QR Code lock screen!)
  • Show up during an event in a way that allows to get the most of your time and experience
  • Debrief yourself and your team in a way that won’t cause overwhelm
  • Set metrics to measure the success of the event and your implemented ideas 6 months down the road

And - I've got a video for you over on LinkedIn and in the Efficient Advisor Community to show you how to create your networking QR code in less than 30 seconds!

_________________________________________________________

Want to hang out with me
, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcrip

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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