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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Social Media and High Net Worth Investors
in BlogIt’s evident that financial and retirement plan advisors are wary of the social media platform. Some of the leading reasons include the compliance issues involved, the time it takes to manage social media, and simply getting started. Yet, the way that we communicate, both personally and professionally, has been changed forever with the advent of […]
Guidance on Engaging with Social Media’s ‘Big Five’
in BlogMeasuring social media results can be an art. But many smart business people know that measuring is what matters. Like marketing, it can be difficult to pinpoint the exact moment a prospect decided to become a client, and ensure that you’re able to recreate that moment again and again. There are a variety of analytical […]
Using Google Alerts
in BlogWould having the ability to receive an email the moment one of your clients receives an accolade or award be helpful to you in solidifying relationships? What about some type of an automated way to scour the web everyday to research a specific topic such as MEPs or retirement income (and use this content for […]