Yep. We’re halfway through 2023. If you’re anything like me, and just about everyone else, those lofty goals we set in January have faded. Remember that grand plan you so creatively put together? The one that practically had you ruling the world by now? How’s that coming along? Admittedly, my own plans have hit a […]
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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!