Month: July 2026
How to Conference Like a Champ Without Wasting the Trip With Marie Loudin & Lori Zinaich (Ep. 17)

How to Conference Like a Champ Without Wasting the Trip With Marie Loudin & Lori Zinaich (Ep. 17)

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Most people leave conferences with a stack of business cards, a drained social battery, and no real follow-up plan.

In this episode of The Outstanding Shift, Andrew Evans sits down with Marie Loudin and Lori Zinaich to discuss what actually makes conferences worth the investment, especially for advisors, marketers, and business development professionals seeking to build meaningful relationships.

From pre-conference prep and AI-powered networking strategies to the art of balancing sessions, socializing, and follow-up, this conversation pulls back the curtain on how experienced conference pros approach events differently. Lori and Marie share practical insights on networking etiquette, content creation while attending events, memorable follow-up tactics, and why the real value of a conference often happens before and after the event itself.

Andrew, Lori, and Marie discuss: 

  • How to prepare before a conference so you’re not walking in cold
  • Using AI tools to identify the right people to meet
  • Why networking is more important than attending every session
  • Conference mistakes people make without realizing it
  • How to follow up so people actually remember you
  • Balancing authenticity, branding, and social media at live events
  • Creative ways to make meaningful professional connections
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Lori Zinaich:

Connect with Marie Loudin:

About our Guests: 

Lori Zinaich is part of the enterprise team at FMG, where she helps advisors strengthen their marketing and communication strategies through digital tools, social media, email campaigns, and client engagement solutions. Before transitioning into financial services marketing, Lori built her career in sports marketing, working across industries including NASCAR, PGA, and hockey, experiences that shaped her approach to relationship-building and live events.

Marie Loudin is a Charlotte-based fractional sales professional and consultant who works with multiple companies, including Rossby Financial and R Office. With a background in consulting at major financial institutions, Marie brings a strategic and highly relationship-driven approach to networking, sales, and conference engagement.

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Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16)

Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16)

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Great financial advice is not just about what you recommend. It’s about how clients experience every step along the way.

What if the biggest gap in financial advice is not knowledge, but how that knowledge is delivered, explained, and felt by the client?

In this episode, Andrew Evans continues his conversation with Zach Conway and Kelsey McKenna of Seeds, exploring why financial advisors struggle to connect client discovery with actual portfolio outcomes. They break down how poor onboarding experiences can shape client perceptions for years, the importance of understanding client feelings, and why scalable frameworks matter. The discussion also highlights how firms can turn internal processes into repeatable systems that enhance both client experience and business value.

Key takeaways:

  • Why many advisors fail to connect discovery insights with portfolio decisions, creating long-term client disconnect
  • How early onboarding experiences can shape client trust and perception for years after the first interaction
  • The importance of understanding client feelings and feedback to improve the overall advisory experience
  • Why scaling a firm requires turning personal insight into repeatable systems and documented processes
  • How firms can increase valuation by proving consistent, repeatable client outcomes beyond market-driven growth
  • And more!

Resources:

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Zach Conway & Kelsey McKenna: 

About Zach Conway: 

Zach Conway is the Founder and CEO of Seeds, an investment management platform designed to improve both the advisor and client experience. With over a decade of experience as a financial advisor, Zach built his career inside an advisory firm, where he identified gaps in how investment management and client engagement were delivered. His work today centers on helping advisors streamline operations, enhance personalization, and build businesses that can grow without losing the human element.

About Kelsey McKenna:

Kelsey McKenna is the Chief Operating Officer at Seeds, where she focuses on helping financial advisory firms build scalable, client-centered businesses. With a background in advisor technology and early-stage startups, including her time at eMoney, she brings a deep understanding of how advisors can connect service, experience, and operations into a cohesive model. Kelsey is passionate about improving how firms deliver value to clients while creating systems that support sustainable growth.

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