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M Intelligence. M Member Firm and M Portland thought leaders bring clarity to complex financial topics through informative articles, white papers, and position pieces. View M Intelligence ›.…
An internationally recognized financial services speaker, success coach, social media expert (Deconstructing Digital), and visionary pioneer of digital emotional intelligence (digitalEQ™), she’s helped…
Sheri, a financial services marketing, sales, and brand expert, is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to…
Grounded in the latest intelligence on tax, legal, and regulatory issues, the M new business team delivers significant value to Member Firms and their clients. Case Design.…
In July, the center released its. 2024 Perspectives on Ethical Leadership report. , which captures the panel’s robust discussions on the evolving topics of technology, artificial intelligence, and ethics…
With a focus on determining the needs for RIA growth, Greg will provide market intelligence to M Financial’s Wealth Solutions business, led by Michael Schoonmaker, to further enhance M’s ability to deliver…
