If 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 […]
Author Archive for: Sheri Fitts
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About Sheri Fitts
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Entries by Sheri Fitts
The 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?)
Recent 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 […]
A 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, […]
When 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 […]
My 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 […]
Daniel 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 […]
Imagine 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 […]
Confession. 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 […]
I 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 […]
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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!