I just wrapped up a call with an advisor located in Littleton Colorado; we had a wonderful conversation. I learned a bit about his business, his family, and he shared an amazing entrepreneurial story about his brother. (Learn more at: Salute American Vodka.) How did the phone call come about? LinkedIn. Yes, we met via […]
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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!