What's it like to be an exhibitor at a financial planning conference? How do vendors make the most of the experience? And what can we as advisors and attendees do to make our interactions with vendors as valuable as possible?
Paige Uher, a longtime denizen of the NAPFA exhibit hall, was kind enough to talk with us the day before Thanksgiving to share her experiences.
Paige's firm, Zeo Capital Advisors, is not a sponsor of Zebra Smash. That said, it's only fair that we drop a link to her firm in the show notes: www.zeo.com