11 years ago I attended my first Engage. It was like a roller coaster. At first I was scared to got, but then once I was on it was the time of my life. And when I was done, I wanted to jump in line and go again.

Engage has been a big part of my life since that first one in Scottsdale, Arizona. I met my wife, Katy, at my 3rd Engage, in Grand Cayman. I got a job running Todd Fiscus’s companies at that same one in Grand Cayman. Katy and I got engaged on a birthday trip we piggybacked on to an Engage in 2017. And later that year I spoke at a breakout session for the first time.

Engage Amelia Island was my 17th Engage and 6th time speaking. My topic was about how to educate your clients the right way.

Earlier this year, I hosted my annual State of the Industry panel, where we discussed what’s happening in the industry and what business owners should be focused on for success.

This year’s theme was “educating” your clients. Everyone talked about it multiple times. In fact, I ran a 14-second clip at Engage showing all the times one of the panelists said “education.”

But what does it mean to “educate” your clients? How do you do it well? And when in the buyer’s journey? And what’s the best way to do it?

These were the questions I answered in my talk last week, and I’ll share some highlights with you on my podcast today.

But I’ll also include what I picked up from others who shared the stage over the week, because there was so much to think about based on the content I heard.

I’ve done this Engage wrap-up after every one I’ve attended since 2017. I hope you get as many takeaways from this summary as I did from the summit itself.

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