Recently, I sat in the midst of over 200 professionals looking to understand and better utilize the networking prowess of one of my favorite social media sites: LinkedIn. The attendees at this unique LinkedIn Live event in Portland, Oregon, were from a variety of industries; at my table alone sat two financial services advisors, a […]
Have you ever attended a social event and ended up talking to a young adult, perhaps new to the workforce and most likely clueless about investing? You may have tried to explain all the merits of getting started early. You’re aware how these situations end: the slightly dazed twenty-something politely thanks you and immediately discards […]
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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