Yes. That is a picture of me. And yes, that is my dog aBoo. We are soaked. Quite soaked. We live in Portland, Oregon. So, of course we must navigate the rain on our morning walks. But, you’ll never find me with an umbrella. By birthright, Oregonians do not carry them. They are a sign […]
Whether you do your own marketing, or you have a team of professionals supporting you, poorly planned or executed social selling efforts could be costing you clients and sales. In 2016, you cannot overlook the opportunity to outsell your peers. You need a workable digital marketing plan that is easy to follow and just takes minutes a day. In this […]
Can you really grow to love social media? From the outside, social media appears to be a struggle. Too many compliance headaches. Too much time. Too few clients online. Too little return. Many firms have shared with me they don’t know what they don’t know. Therefore they don’t do. This approach leaves many firms sitting […]
Most companies spend time on their brand when they launch their business. They might focus on their logo and possibly a brochure, leaving the heaving lifting of messaging, value proposition and brand experience to a later date. Fast-forward ten years. While their business has changed – significantly – many firms still have the same logo, […]
Sheri’s regular blog is tracking the development of her digitalEQ platform, as well as sales and marketing trends affecting the financial services industry. She also sends a biweekly e-newsletter to the nation’s leading retirement plan and wealth management industry professionals. Join the hive!
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