Recently, I spoke with a friend of mine who is an insurance salesman. He predominately sells life insurance and property and casualty insurance. When we talked at a local bar, he confided in me that for the first time since the financial crisis in 2008, he is not going to hit his sales goal.… Read More »Here’s why you missed your sales goal this year (and how to make it next year)
I recently attended the Digital Marketing for Financial Services Summit (#DMFSToronto). Digital leaders from Citi, Facebook, Wells Fargo, MetLife, Allstate, Salesforce and more were there talking about what is working, not working and what is coming next within digital marketing for financial services. 5 accelerating trends: 1) It’s all about the data. It has ALWAYS been… Read More »5 accelerating trends in digital marketing for financial services
When I was younger, I loved my cassette tapes. I refused to move over to CDs for the longest time. For a while, I missed out on some good music because record companies eventually starting distributing only the biggest sellers via cassette, and I loved my alternative music. I finally broke down, bought a CD… Read More »The Value of Social Selling
Today, I’m undertaking one of the most exciting (and scariest) endeavors of my life – I’m opening my own company. I’ve been helping companies get closer to their customers, build trust and drive sales using social media in the corporate world for many years now, and now I’m really excited to be doing the same… Read More »Launched!