digitalEQ™ | building trust: it’s not about artificial intelligence, it’s about emotional intelligence
“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!”
All business is personal. And digital is about people, not technology. Sheri Fitts, a financial services marketing, sales and brand guru, will radically transform the way you think about connecting with prospects and clients using virtual meetings and selling.
A compassionate technologist, Sheri is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence).
DigitalEQ is Sheri’s highly personalized approach to helping financial advisors, financial planners and industry leaders improve online and in-person meetings and presentations, drive engagement with clients and prospects, solidify retention, and grow revenue.
From Utah to the UK, she has shared her expertise as an enterprise-level marketer and small business owner with in-person and virtual audiences. She’s passionate about exploring new ways to help industry leaders broaden their sales reach and effectiveness through virtual and other digital media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine how their next presentation will attract best-fit clients and drive sales and retention goals — and why leading with the heart instead of the head is the best path to sustainability and growth.
Sheri’s spoken to audiences large and small with clients including Charles Schwab, Morgan Stanley, Cetera, Nationwide and more.
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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!
Status quo never made a sale
/in Blog, Financial Services Marketing Tips, Leadership, Thought Leadership /by Sheri FittsIf financial services doesn’t change our client service models, and soon, our industry will go the way of the VHS tape. Question: How much of your day is spent aggregating accounts, calculating historic performance or handling routine money requests? How quickly are these rote office functions going to be replaced by AI? How much time […]
There are no marketing hacks.
/in Blog, Content, Thought Leadership /by Sheri FittsThe whole concept of using clickbait to feed people into a lead generation “funnel” is slimy, in my book. (In what world would your best clients want to be classified as a ‘lead’ or manipulated into a funnel?)
How Well Are You Crafting Intentional Experiences?
/in Blog /by Sheri FittsRecent Society of Human Resource Management (SHRM) research states that 45 percent of organizations polled do not yet have a projected return to worksite date, even as Centers for Disease Control (CDC) guidelines have greatly relaxed social distancing recommendations. And, 68 percent of organizations report they probably or definitely will adopt broader or more flexible work from home policies for all […]
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 […]