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@missfitts
- I feel sad. I fell scared. I feel angry I feel confused. https://t.co/JISaKKFrmY 03:04:21 PM January 06, 2021 from Twitter for iPhone
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!
Elephant in the Chat Room
/in Blog, Financial Advisor Compliance, Financial Advisor Social Media /by Sheri FittsEvery second, two new members join LinkedIn. Every minute, 72 hours of video is uploaded to YouTube. And 90% of people trust online recommendations from people they know. 1
Begin at the Beginning
/in Blog /by Sheri FittsWhen I am not traveling for work, mornings find me walking my dog, Aboo. We hike 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.
Social Media and High Net Worth Investors
/in Blog /by Sheri FittsIt’s evident that financial and retirement plan advisors are wary of the social media platform. Some of the leading reasons include the compliance issues involved, the time it takes to manage social media, and simply getting started. Yet, the way that we communicate, both personally and professionally, has been changed forever with the advent of […]
Guidance on Engaging with Social Media’s ‘Big Five’
/in Blog /by Sheri FittsMeasuring social media results can be an art. But many smart business people know that measuring is what matters. Like marketing, it can be difficult to pinpoint the exact moment a prospect decided to become a client, and ensure that you’re able to recreate that moment again and again. There are a variety of analytical […]
Using Google Alerts
/in Blog /by Sheri FittsWould having the ability to receive an email the moment one of your clients receives an accolade or award be helpful to you in solidifying relationships? What about some type of an automated way to scour the web everyday to research a specific topic such as MEPs or retirement income (and use this content for […]