Framework with Ana Trujillo Limón

What Makes a Great Advisor Event?


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Events are a fantastic way to share your expertise and grow your client base, yet during the pandemic they underwent drastic changes as everything moved to the virtual environment. Now as we begin to emerge from COVID isolation and feel more comfortable interacting in groups, meetings are back on the schedule. 

In this episode, Jamie and Ana discuss event best practices, with Jamie sharing his perspective as a veteran speaker who's presented at well over 1,000 conferences, and Ana giving her takeaways from recent meetings she's attended.

You can find show notes and other information at CarsonGroup.com/Framework.

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Framework with Ana Trujillo LimónBy Carson Coaching

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