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
- Witnessing kindness inspires kindness. #RandomActsofKindnessWeek https://t.co/modBKQfLr4💖-make-kindness-part-of-you… https://t.co/xLcdxatAMh about 2 days ago from Twitter Web Client
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!
💖 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 […]
OODLES OF CONTENT MARKETING RESOURCES: JUST IN TIME FOR YOUR 2019 PLANNING
/in Blog /by Sheri FittsI was super happy to be a speaker at the recent Schwab IMPACT 18 event in Washington, DC. The topic? Content Marketing: How to create a lean, mean, inbound marketing machine. It was an information- and resource-packed, three-hour, pre-conference session. We discussed thought leadership and authority marketing, digital branding, tactical ways to get started and easy […]
Happy National Fiduciary Day! Or not?
/in Blog, Branding, Financial Services Marketing Tips, Storytelling in Financial Services /by Sheri FittsFor those living under a rock, there was a big ruling last week regarding the Department of Labor’s Fiduciary Rule. You can read all about it here. Since I’m in no way qualified to discuss the technical merits of the Fifth Circuit’s decision, you’re safe. This isn’t another article about the regulations themselves – or the […]