If financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape. Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI? How much time […]
Imagine 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 […]
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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