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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The power of impressions.
in Blog, Financial Services Marketing Tips, LeadershipImagine you have only five minutes to make a positive impression, in front of 200 people! How would you do that? What would you say? How would you prepare? Recently, I had the good fortune to attend the Women in Retirement Conference, held in New Orleans several weeks ago. (Queue the beignets!) This was my […]
Happy 2020! Time to quit marketing
in UncategorizedConfession. You don’t have to quit marketing completely, but it’s highly likely sales are crucial to your organization. So instead of thinking marketing, think sales enablement. Sales enablement is the process of equipping your sales team with the strategic resources they need to excel, from tools to technology to content and beyond. Sales is about making the […]
OODLES OF CONTENT MARKETING RESOURCES: JUST IN TIME FOR YOUR 2019 PLANNING
in BlogI was super happy to be a speaker at the recent Schwab IMPACT 18 event in Washington, DC. The topic? Content Marketing: How to create a lean, mean, inbound marketing machine. It was an information- and resource-packed, three-hour, pre-conference session. We discussed thought leadership and authority marketing, digital branding, tactical ways to get started and easy […]
Happy National Fiduciary Day! Or not?
in Blog, Branding, Financial Services Marketing Tips, Storytelling in Financial ServicesFor those living under a rock, there was a big ruling last week regarding the Department of Labor’s Fiduciary Rule. You can read all about it here. Since I’m in no way qualified to discuss the technical merits of the Fifth Circuit’s decision, you’re safe. This isn’t another article about the regulations themselves – or the […]