rock sales & marketing | build bolder brands | create meaningful connections | BE UNFORGETTABLE
“You knocked it out of the park this morning!
I loved your information-rich, approachable,
fresh presentation.”
“It couldn’t have been the same event without you.”
“You packed a huge amount of thought-provoking,
relevant information and into a one-hour presentation.
You kept the audience hanging on your every word.
You’re the one who is unforgettable!”
“Your session ranked as one of the
highest for our whole conference!
The feedback has be fantastic.
Thank you!”
Financial industry influencer. Author. Podcast host. A creative force in financial services marketing. Sought-after marketing and digital marketing keynote speaker and trainer.
With 25+ years in the financial services industry, Sheri is an expert in leveraging marketing, branding and a fine-tuned digital strategy to help financial professionals attract the right clients, increase revenue, retain relationships, and navigate the online world – even in the world of regulation and compliance.
Sheri’s spoken to audiences large and small with clients including Charles Schwab, Morgan Stanley, Cetera, Nationwide and more.
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@missfitts
- @umairh @KathleenHeuer I just got a new puppy. I’d add, shark attack and ankle biter. about 19 hours ago from Twitter for iPhone in reply to umairh
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!
It’s the Little Things That Matter
/in Blog, Branding, Customer Experience /by Sheri FittsA few weeks ago, I posted a note on LinkedIn about Goldman Sans, a new font from Goldman Sachs. A financial services organization thinking through digital readability. Interesting. The other day, I was strolling through a newly reopened, neighborhood Starbucks. Looking down toward the floor and around the area, I noted green and white striped directional tape, […]
Are you using digital media as a building block for sales❓
/in Blog, Financial Advisor Social Media /by Sheri FittsWhen I am not traveling for work, mornings find me walking up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed. The landscape crew, now about halfway through the project, is working at moving huge […]
💖 Make kindness part of your customer experience
/in Blog, Branding, Customer Experience /by Sheri FittsMy father made kindness his life. For much of my adult life, he volunteered in food kitchens, manned the master gardener booth, painted signs, led scout groups, cleared park blocks, and gave out free rides to those in need. His heartfelt acts of kindness were commonplace. (Though, it’s unlikely he would have named them as […]
Will robots rule the financial services industry?
/in Blog, Financial Services Marketing Tips, Storytelling in Financial Services /by Sheri FittsDaniel H. Pink wrote one of my favorite books, A Whole New Mind, way back in 2006. And he absolutely knew the answer. No. And yes. There are many interesting tidbits of research in the book. Perhaps the most relevant to our world of financial services is his admonition that the talents associated with the […]
The power of impressions.
/in Blog, Financial Services Marketing Tips, Leadership /by Sheri FittsImagine you have only five minutes to make a positive impression, in front of 200 people! How would you do that? What would you say? How would you prepare? Recently, I had the good fortune to attend the Women in Retirement Conference, held in New Orleans several weeks ago. (Queue the beignets!) This was my […]
Happy 2020! Time to quit marketing
/in Uncategorized /by Sheri FittsConfession. You don’t have to quit marketing completely, but it’s highly likely sales are crucial to your organization. So instead of thinking marketing, think sales enablement. Sales enablement is the process of equipping your sales team with the strategic resources they need to excel, from tools to technology to content and beyond. Sales is about making the […]