• Episode 15 - How to navigate your next convention successfully

  • Sep 4 2024
  • Duración: 35 m
  • Podcast

Episode 15 - How to navigate your next convention successfully

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  • Resumen

  • In episode 15, Steven and Kale emphasize the importance of planning before attending a convention by identifying key sessions, companies, and setting specific goals. They introduce the "72-Hour Rule," which encourages acting on ideas or opportunities within 72 hours of returning to prevent information overload.

    They provide tips for evaluating products and vendors, such as checking guarantees, asking for client references, and ensuring products meet your needs without deceptive marketing. They also stress the importance of following up on key takeaways, focusing on actionable items, and sharing them with your team for successful implementation.

    Additionally, they advise assessing the credibility of speakers, distinguishing between fiduciaries and other financial advisors, leveraging referrals, ensuring software solutions allow data access, and having a clear convention plan without mixing it with vacation time for maximum benefit.
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