In this updated version of this classic strategy game, financial advisors seek to dominate the world of social media. Navigating through FINRA guidance, they pass through the potentially treacherous territory of creating Facebook pages, learn how to create status updates designed to win the favor of compliance departments and avoid the pitfalls of accepting or […]
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relevant information and into a one-hour presentation.
You kept the audience hanging on your every word.
You’re the one who is unforgettable!”
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Speaking & Events
Sheri speaks to audiences throughout the financial services industry, including Ameriprise, LPL Financial, Commonwealth, Schwab Impact and more. She’ll help you create an unforgettable experience for your next event!