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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Are you lazy? Or are you Liquid Death?
in UncategorizedOver the short time of just 30 minutes, there they are: Two perfect lessons on marketing and messaging. Are you lazy? I’m a LinkedIn geek. I’ve been on the platform since the early days; have been teaching the financial services industry about the opportunity since 2006; and have more than 10,000 followers to prove it. This […]
Status quo never made a sale
in Blog, Financial Services Marketing Tips, Leadership, Thought LeadershipIf financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape. Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI? How much time […]
There are no marketing hacks.
in Blog, Content, Thought LeadershipThe whole concept of using clickbait to feed people into a lead generation “funnel” is slimy, in my book. (In what world would your best clients want to be classified as a ‘lead’ or manipulated into a funnel?)
How Well Are You Crafting Intentional Experiences?
in BlogRecent Society of Human Resource Management (SHRM) research states that 45 percent of organizations polled do not yet have a projected return to worksite date, even as Centers for Disease Control (CDC) guidelines have greatly relaxed social distancing recommendations. And, 68 percent of organizations report they probably or definitely will adopt broader or more flexible work from home policies for all […]