13th
Code Halos, by 3 Cognizant Execs

Code Halos, by 3 Cognizant Leaders

Imagine

You’re in New York City and your lunch date cancels last minute. It’s 12:15pm and you sense an opportunity. Tapping your Code Halo Maps App, a search of nearby restaurants reveals where people in your Code Halo are currently eating. You look at the list. Two clients and one prospect are at Keens Steakhouse one block away. It also says that there’s a 75% chance another prospect will have lunch at Keens today. Keens is the place.  Read the rest of this entry »

6th

No doubt about it, it’s been entirely too long between posts.

Rationale: Since the last post about PIMA in mid-February, I’ve been spending literally every spare minute on #AgapeToday, a 24-Hour Social Media-based Fundraiser for Agape Home, the orphanage for children with HIV in Northern Thailand. “In for a penny, in for a pound.”

Agape Friday 17APR15 - me first pic

#AgapeToday – On the Ground

Three purposes of this post: Read the rest of this entry »

27th

Crowdsourcing the Meeting 

The Storify – some of the Social Media live from the meeting

The Tweetbinder – Social sharing stats, with only 10% of attendees sharing, still impressive

History

My first PIMA experience was the summer of 2005 at the Broadmoor, 10 years ago.  In promoting the brand new Blog, many inquired with a questioning look, “What’s a Blog?”. ☺ [See the original post here. Unfortunately the podcast doesn’t work. Rats!] Read the rest of this entry »

12th

Background

Joanna, so glad I saw your post. Very timely.

Sunset or Sunrise #Corporate #Future #SMAC

A Sunset or A Sunrise?

Just yesterday I had two separate, unrelated conversations with FinServ friends in CLE, one a rising star Millennial with a top-tier bank, and the other, a Web-savvy Boomer with a top-tier regional brokerage, both frustrated with their organization’s policy prohibiting the use of Social Media. The Millennial isn’t sure that his company, as much as he likes it, is the right place for him longer term. His concern is around his own professional growth in the context of a company whose actions, in spite of corporate words, clearly indicate that it doesn’t value staying current with technology and the culture it serves. The boomer spoke about the recent surge in turnover at the firm, good people in the middle of the org chart that are leaving because of inflexible policies around working from home and other cultural issues that cause them to not only see, but jump at other opportunities, and thus forcing the boomer to have to go to clients and introduce yet another client relationship manager, etc., etc., etc.

Your spot-on writing, and thanks for sharing, raises the issues. I’m going to write a bunch of stuff and then share this post with a bunch of people. I hope others do as well. It’s an urgent discussion. Read the rest of this entry »

24th

Twelve months in the making, the new Professional Insurance Marketers Association Affinity 2020 Report came out last week.

Impressive. Thanks to all the volunteers, esp. Chris Burke and Dave Armstrong.

Hope to do a video on it shortly. Pretty compelling data around the urgency of transitioning to digital. Read the rest of this entry »

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