How to Conference Like a Champ Without Wasting the Trip With Marie Loudin & Lori Zinaich (Ep. 17)
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:
- (321) 209-0111
- Website: Rossby Financial
- Website: R Office
- LinkedIn: Rossby Financial
- Instagram: @rossby_wealth
Connect with Andrew Evans:
Connect with Lori Zinaich:
- LinkedIn: Lori Zinaich
- LinkedIn: FMG Suite
- Email: lori.zinaich@fmgsuite.com
Connect with Marie Loudin:
- LinkedIn: Marie Loudin
- LinkedIn: Advintro
- Email: marie.laudad@gmail.com
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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