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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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 […]
It’s the Little Things That Matter
in Blog, Branding, Customer ExperienceA few weeks ago, I posted a note on LinkedIn about Goldman Sans, a new font from Goldman Sachs. A financial services organization thinking through digital readability. Interesting. The other day, I was strolling through a newly reopened, neighborhood Starbucks. Looking down toward the floor and around the area, I noted green and white striped directional tape, […]
Are you using digital media as a building block for sales❓
in Blog, Financial Advisor Social MediaWhen I am not traveling for work, mornings find me walking up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed. The landscape crew, now about halfway through the project, is working at moving huge […]
💖 Make kindness part of your customer experience
in Blog, Branding, Customer ExperienceMy father made kindness his life. For much of my adult life, he volunteered in food kitchens, manned the master gardener booth, painted signs, led scout groups, cleared park blocks, and gave out free rides to those in need. His heartfelt acts of kindness were commonplace. (Though, it’s unlikely he would have named them as […]