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It’s not business. It’s personal.

Behavioral science tells us that most people make financial decisions based not on reason, but emotion. Yet most financial professionals highlight their smarts, not feelings.

You have the rational money part down cold. But what may be just out of reach is connecting with people in an increasingly digital world. And that puts your future success and growth at risk. Something is being lost in the shift to automation and digital and virtual engagement—the irreplaceable human touch.

We need to out care—not just outthink—the competition. And we need to champion Emotional Intelligence (EQ), not Artificial Intelligence (AI) through digitalEQ™.

operation: amplify

Operation: Amplify is a 3-day immersive experience designed to help you step into, and package, your brilliance by giving you the tools, frameworks, and methods to convert your years of hard-earned knowledge into thought leadership that gets you showcased as an industry leader.

Find more best-fit clients with less effort

Boost referrals without asking

Be unforgettable!


Ready to step into thought leadership?

Schedule a discovery call to outline your next steps.

operation: amplify
A 3-day, in-person master class.
Next dates coming soon.

Join Sheri to amplify your expertise and claim your thought leadership.

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help for financial professional

Financial Professionals

Accelerate digitalEQ in your practice through our tailored solutions, thought leadership and resources.

Webinars | Workshops
help for event planners

Event Planners

Inspire your attendees with powerful content that shows them how to connect on a human level.

Keynotes | Workshops

Financial Organizations

Engage and motivate people by championing a sustainable and shareable culture that emphasizes people.

Workshops | Speaking

Latest thinking from Sheri

Introducing: SWAY | Elevate your influence.

February 9, 2023
If you have ANYTHING to sell or ANYONE to influence, THOUGHT LEADERSHIP is the only strategy for success. You know this. You see other people doing it. You admire them. You follow…
Read more
https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png 0 0 Sheri Fitts https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png Sheri Fitts2023-02-09 12:38:152023-02-09 13:30:53Introducing: SWAY | Elevate your influence.

10 Things in 10 Years~ A Celebration

December 12, 2022
“If I don’t pull the trigger, I give you every permission to tell me to shut the flock up!” That is what I told a dear friend the Spring of 2012. You see, I kept saying, “When…
Read more
https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png 0 0 Sheri Fitts https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png Sheri Fitts2022-12-12 18:21:172023-01-05 18:26:5510 Things in 10 Years~ A Celebration

Three ways to create content that connects

October 13, 2022
Me: “Yes, you can create content.” Advisor: “But I can’t write. I could spend six hours trying to perfect a 1000-word blog post and it would be horrible. It would be awful!” A…
Read more
https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png 0 0 Sheri Fitts https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png Sheri Fitts2022-10-13 07:19:162022-11-10 10:51:10Three ways to create content that connects

FiduciaryU podcast!

October 6, 2022
Do you have one of those 'industry' friends that you secretly wish was a capital F, FRIEND? ​ ​Josh Itzoe is one of those for me.​ ​ It seems the only times we can…
Read more
https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png 0 0 Sheri Fitts https://sherifitts.com/wp-content/uploads/2021/10/hdr-logo.png Sheri Fitts2022-10-06 07:21:122022-10-13 07:22:38FiduciaryU podcast!

“It was a fun presentation packed with incredibly useful information. Every financial services professional should learn this stuff!”

G.K., Vice President
DCIO Division of Leading Asset Management Firm

“Sheri delivered an inspiring and session on the last day of our signature client event that was thought provoking and impactful.”

P.A., Senior Vice President Plan Provider

“I’m much more ‘camera confident’ and really stand out from competition. Not to mention (breaking) in with some big teams who are now more engaged and exploring big opportunities…your insight made a big difference.”

C.A., Defined Contribution Consultant

Join Sheri’s clients. You will be in excellent company.

Representative client list.

sheri fitts' clients

Join Sheri’s clients. You will be in excellent company.

Representative client list.

sheri fitts' clients

5 ways to
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Learn five ways to amplify your digitalEQ™. A starting point for standing out and finding more best-fit clients, boosting referrals and being top of mind.
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4110 SE Hawthorne Blvd, #209

Portland, Oregon 97214

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