chops, and we make your marketing unforgettable.
“I loved your information-rich,
approachable, fresh presentation.”
“People really enjoy listening to Sheri. She
delivers valuable information in a fun manner.”
tricks to improve your social media
presence. Grab your copy today!
busy retirement plan advisors. Nurture
and grow your client base the easy way.
women in finance mean business. Sheri
reveals their stories and top tips in this
Keynote: Your Brand, Your Business, Your Bottom Line
Learn the secret code behind a passion-powered brand and how it can help you increase your bottom line and become more meaningful to your clients. Discover the intersection of brand and the “perceived” value of your services. You’ll walk away with steps on how to create a unique brand and how to infuse brand into all your sales and service efforts.
Sheri teaches you to:
• Discover the intersection of brand and the “perceived” value of your services
• Learn the secret code behind a passion-powered brand
• Generate deeper client relationships and new business through branding
• Walk away with steps on how to create a unique brand and how to infuse brand into all your sales and service efforts
Breakout Sessions: Deconstructing Digital
Marketing has changed. The avenues that were part of a successful sales formula – public relations, advertising, cold calling, email blasts and tangible collateral – don’t yield the same results today.
In today’s web-based world, a robust marketing program must embrace all facets of the digital conversation. This means organizations need a firm understanding of the interworkings and best practices for all the digital elements and how the pieces fit together. During this session attendees will:
• Explore the concepts of permission marketing and thought leadership
• Identify ways to connect your social efforts with website/home base
• Learn how to effectively and efficiently promote, attract and engage with clients in the digital space
Marketing is Mathematical
Marketing may be a soft science, but it’s not all right-brained. Plenty of the magic behind marketing is based on math: We rely on numbers, data, and patterns to gauge success and inform strategic decisions. This session will reveal the mathematics of marketing to help advisors add up sales, multiply their opportunities, and frame a solid annual marketing plan.
General Session 3: NEW FRONTIER! Deconstructing Digital…the WHY
Many advisors and TPAs have a perception of social networking that is ten years old. Something separate from their conventional sales efforts; a time suck that lacks any real ROI. Things have shifted and changed. And the digital space cannot be ignored. In today’s online world, a robust marketing effort must embrace all facets of the digital conversation. This means you need a firm understanding of the inter-workings and best practices for all the elements and how the pieces fit together for success.
Feeling a bit like a digital dummy? Don’t worry! In this session, you’ll learn how to effectively and efficiently promote, attract and engage with your clients in the digital space.
Hands on Lab: Improving Your Social Media
This workshop is designed for intermediate and advanced social media users. Using platforms to get more traffic. How to be more active without taking too much time. Tools to help you manage social media without it becoming too robotic.