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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!

Every Step You Take… Makes a Difference
in BlogLast year, the 401k Summit leadership offered the opportunity for early attendees to share their hearts and hands through participation in several Rebuilding Together worksites. Attendees worked on a range of projects, including retiling bathrooms, landscaping, insulating walls, painting, and installing new windows and cabinets. The response from the volunteers was overwhelming, and their efforts […]
Views from the Summit: Start With Why; Start With a Story
in BlogWe’ve all been to one — a presentation where the speaker has a great set of slides and is leading a highly effective and educational presentation. Unfortunately, he or she isn’t engaging the audience in any meaningful way. People move around in their seats and start checking their smartphones. They know they should be listening; […]
It’s Always the Season of Giving: 5 Ideas for Inbound Marketing
in BlogIn case you hadn’t noticed, the holiday season is over. Thankfully, you won’t be subjected to the continual playing of “The Santa Clause” on cable, Starbucks baristas wearing Santa hats or blow-up snowmen in your neighbors’ yards — at least for another 345 days or so.
Elephant in the Chat Room
in Blog, Financial Advisor Compliance, Financial Advisor Social MediaEvery second, two new members join LinkedIn. Every minute, 72 hours of video is uploaded to YouTube. And 90% of people trust online recommendations from people they know. 1