In today’s episode – “Networking with Intent” – we dig into why so many advisors feel stuck, uncomfortable, or simply ineffective when it comes to networking, and how a more intentional, strategic approach can completely change the experience.
Advisors often walk into events hoping to “meet the right people,” but without a clear objective or plan. Others rely on outdated tactics—collecting business cards, rushing conversations, or defaulting to sales-focused follow‑ups. And for introverted advisors, the pressure to perform in a crowded room can make networking feel draining or inauthentic.
The questions we’re answering today include:
- What does a thoughtful, strategic networking plan actually look like?
- How can advisors start more natural conversations—both in person and online?
- And what does meaningful, memorable follow‑up really require?
Joining us to break this down is Kendall Harris, Director of Strategic Growth at PPI. Kendall has spent years in both inside and outside sales across the insurance industry, where networking isn’t just part of the job—it’s part of her everyday life. She not only excels at building relationships; she genuinely loves creating new connections, which makes her the perfect person to guide this conversation.
In this episode, you’ll learn how to approach networking with a clear plan, engage people in authentic conversations, and build deeper, more meaningful relationships that continue long after the event ends.
So, let’s get into it. Here’s “Networking with Intent” with Kendall Harris.
