You are here: Home
COACHSPEAKERbook sheriamplifying the heart of financial services

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.

inquire
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

2023 Check-in: Was your world domination delayed a bit?

Yep. We're halfway through 2023. If you're anything like me, and just about everyone else, those lofty goals we set in January have faded. Remember that grand plan you so creatively…
Read more

Introducing: SWAY | LIVE Elevate your influence.

  FOR IMMEDIATE RELEASE SWAY | LIVE: The Inaugural Personal Branding and Thought Leadership Conference for Financial Services Professionals Portland, OR – SWAY |…
Read more

10 Things in 10 Years~ A Celebration

“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

Three ways to create content that connects

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

“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
attract clients
grow influence
win sales

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.
Name
* You'll also receive weekly tips, ideas and inspiration via Operation amplify. You can unsubscribe at any time of course, no hard feelings.
This field is for validation purposes and should be left unchanged.