Sheri Fitts: Amplifying the Heart of Financial Services

amplifying

heart

in financial services

with

digitalEQ

®

Business.

It's personal.

People make financial decisions based on emotion, not reason. While financial professionals often lead with their knowledge, it’s emotional connections that truly set them apart. In our AI-driven, algorithm-first, digital world, we must out care—not just outthink—the competition. Emotional Intelligence (EQ) through digitalEQ^® helps you leverage technology and your personal brand to truly connect—on a human level — and grow both yourself and your business.

Speaker

Engage and inspire your people with powerful and leading-edge keynote content that highlights why connecting on a human level matters—even when harnessing AI—and how to do it.

Creator

Accelerate digitalEQ^® in your practice and organization with tailored solutions and resources that harness the power of technology through people centric strategies.

Catalyst

Embrace change and innovation as catalysts to unlock potential, ignite passion and drive progress—always putting people first.

Hi. I’m Sheri.

After 30+ years in retirement plan and wealth management, I’ve gained vast insight into what drives behavior. I see an industry that struggles to resonate with people because we don’t understand how to authentically connect. I have made it my mission to amplify heart in financial services through its people (some of the best I know). I believe we can harness the power of emotional connection to build trust, ensure meaningful engagements, propel business and the financial confidence of clients. digitalEQ^® (Digital Emotional Intelligence), is my highly personalized approach to helping financial professionals use technology and personal branding to increase efficiency and make unforgettable connections. Join me on this important journey. Let’s Talk>

You are in excellent company.

Sheri's latest thinking

Stop. Breathe. Then, take the shot.

June 23, 2026

Like many people, I was fixated on the final rounds of the NBA championship. Especially the free throw line. Not the dunks. Not the three-pointers. The free throws. To me, it feels like the loneliest, highest-pressure spot ever. Everyone is watching. The game might hang on it. And what does the player do? They do […]

The Sound Your Heart Makes

June 11, 2026

I only have three tattoos. For someone from Portland, Oregon, that’s practically a blank canvas. We’re arguably one of America’s most inked cities. Around here, three tattoos barely earns a loyalty punch card. But every one of mine means something, and the one I want to talk about is the gift I gave myself for […]

Once Upon a Dream: The Story of SWAY

May 8, 2026

It started with a bad idea. Not bad in the way that it was wrong. Bad in the way that it was too small. I had been running retreats, helping financial services professionals think deeply about their personal brands, their purpose, and their presence. Small groups. High price tags. Lots of intention. And I kept […]