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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Happy National Coffee Day!
in Branding, Financial Services Marketing TipsStarbucks didn’t create the coffee culture; there were plenty of places to get a cup of coffee before they started. What they did was turn a once-upon-a-time purchase into a daily ritual for many of us. (Short Flat White anyone?) When Howard Shultz bought the Seattle-based firm, he shifted our idea of what coffee could […]
Dear Ary: You’re right, except…
in Branding, Financial Services Marketing TipsRecently ERISA attorney Ary Rosenbaum wrote a great post, Marketing For Plan Providers: What It Can Do And What It Can’t. In the article he mentions a variety of not-marketing tasks and tactics that every business must consider before marketing. These include ideas such as finding a target market, creating a company culture, providing an […]
A Study in Disruptive Marketing
in Blog, Branding, Financial Services Marketing TipsWhat makes marketing disruptive? Authentic branding. Tribe clarity. Thought leadership. Multichannel approach.
I Believe
in Blog, LeadershipA personal brand is based on a series of beliefs.