Tag: Business Development
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!

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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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Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)

Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)

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Business development is often about numbers, but at its core, it’s about relationships, transparency, and growth.

In this episode, Andrew Evans talks with Pamela Mule, VP of Business Development at J.W. Cole about her journey from compliance to leading recruiting and development. Pamela shares how she builds trust with advisors, the role of technology in shaping the future, and why saying “yes” can open doors to new opportunities.

Pamela discusses:

  • The pitfalls of firms pushing advisors into proprietary boxes instead of prioritizing their needs
  • How genuine relationship building creates long-term recruiting success
  • The importance of adopting modern financial technology and AI tools to stay competitive
  • Why transparency in offers and payout grids matters in advisor recruiting
  • Advice for young professionals in business development: step outside your comfort zone and embrace new challenges
  • And more!

Connect with Rossby Financial: 

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Connect with Pamela Mule: 

About our Guest: 

As VP of Business Development and Recruiting at J.W. Cole Financial, Pamela Mule is passionate about helping independent financial advisors thrive. She focuses on building strong partnerships, identifying growth opportunities, and delivering tailored solutions that support advisors’ independence and long-term success. With a deep understanding of the broker-dealer landscape, Pamela works closely with financial professionals to connect them with the resources, culture, and flexibility they need to grow their businesses and serve their clients more effectively.

With over 15 years of experience in the financial services industry, Pamela has witnessed firsthand how the wrong environment can limit potential and how the right partner can unlock genuine growth. She is committed to partnering with advisors and their teams to explore what a future at J.W. Cole can look like, whether that means achieving true independence, developing a growth strategy, planning for succession, or leveraging innovative technology to modernize their practices. Her approach is consultative, strategic, and always centered on what’s best for the advisor and their clients.

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