Boo! Don’t let the ghost of compliance haunt you this Halloween. It’s time to dig that grave and lay the ghost to rest. Sound a bit ghoulish? A trick instead of a treat? Not to worry. I know many people fear using social media because of compliance concerns. Whenever I speak or train on the […]
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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!