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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Choices: Courage or Commonplace?
in BlogI was faced with a challenge: Which subject line would I use in that first ShoeFitts email communication? I had two options—was I over thinking things?—and needed to choose a direction. This was a newsletter announcement letter being sent to thousands of people. Let’s face it: It’s easy to offer up the expected. Or, I […]
Generation D
in BlogThe Digital Generation It has been unseasonably warm during the first few days of May here in Portland. This weekend we hit 80 degrees on both Saturday and Sunday. And, of course, weekend + sunshine = barbecue. My plan was to purchase a new grate replacement for our little Smokey Joe grill and call it […]
Don’t Be a Social Media Fool
in Blog, Financial Advisor Social MediaIn this updated version of this classic strategy game, financial advisors seek to dominate the world of social media. Navigating through FINRA guidance, they pass through the potentially treacherous territory of creating Facebook pages, learn how to create status updates designed to win the favor of compliance departments and avoid the pitfalls of accepting or […]
What My Nana Taught Me About Social Media
in BlogMy Nana was a stickler for doing things right. And with Nana there was always a right way and a wrong way. (Nana = right, everyone else = wrong.) After the holidays, the four Fitts children were required to write thank you notes and zip them off to Nana and Grandad in Boise, Idaho. Most […]