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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WTF?
in Blog, Financial Services Marketing TipsI guess you could call me a pointillist. I believe that every small dot, selected with intention, can connect to form a beautiful image. The world of marketing, branding and client experience is as vast as the ocean and feels like it requires huge budgets and endless hours – not small dots. Not necessarily true. […]
Feeling commoditized? Show some love!
in Financial Services Marketing TipsBusiness printing isn’t necessarily a hip industry. It’s really just paper and ink. Think printing, think commodity. Right? Even worse, ever since Al Gore invented the Internet, pundits have been pointing to the death of the printing industry. (We all have digital screens. Who needs paper anyway?) Combine this with increased global competition and skinny […]
Happy National Sock Day!
in Branding, Financial Services Marketing TipsIf you’ve been in the audience when I speak or train, you know I love a question-asking-question-answering-all-in-engaged audience. And one of the ways that I “reward” people for their participation is to give away socks—they’re brightly colored, polka-dotted, cozy and high quality. They’re unforgettable. During two sessions I recently presented about the client experience at […]
Boo! Marketing is Scary
in Branding, Financial Services Marketing TipsAt the Excel 401(k) Conference this past week, I taped an upcoming episode of the Retireholi(k)s. If you’re not familiar with them, think TPAs, ERISA and beer – discussed by a group of passionate and prepared Southern California types from Plan Design Consultants. The show is there way of adding value to the advisor community – without another […]