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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!

Introducing: SWAY | LIVE Elevate your influence.
in Blog, News & PRFOR IMMEDIATE RELEASE SWAY | LIVE: The Inaugural Personal Branding and Thought Leadership Conference for Financial Services Professionals Portland, OR – SWAY | LIVE, the first-ever personal branding and thought leadership event for financial services professionals, will be held August 7 – 9, 2023 in San Diego, CA. This event is a cross-industry conference, […]
10 Things in 10 Years~ A Celebration
in Blog, Financial Services Marketing Tips“If I don’t pull the trigger, I give you every permission to tell me to shut the flock up!” That is what I told a dear friend the Spring of 2012. You see, I kept saying, “When I grow up, I want to be a speaker and do my own thing,” for about five years […]
Thing One, Thing Two: A Resource Guide For You
in UncategorizedIf you’re like me, you might worry you spend a bit too much time on LinkedIn. It can be a great resource for networking, researching prospects, stalking frenemies and staying up-to-date on industry news. But sometimes it can be hard to know exactly what to do and when to do it for the best results. […]
Sprechen ze talk?*
in UncategorizedPeople feel strongly about a certain holiday movie. And people feel strongly about a certain type of LinkedIn post. Of course, I have opinions. Die Hard is a Christmas movie. Period. The cheesiest form of posting on LinkedIn is broetry. C’mon, you know the kind of post I’m talking about. The brooding, dark one with the […]