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@missfitts
- @RosaChalekian @hahnwines @AlexChalekian I support this approach. It simplifies everything. about 2 days ago from Twitter for iPhone in reply to RosaChalekian
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!
Boo! Marketing is Scary
/in Branding, Financial Services Marketing Tips /by Sheri FittsAt the Excel 401(k) Conference this past week, I taped an upcoming episode of the Retireholi(k)s. If you’re not familiar with them, think TPAs, ERISA and beer – discussed by a group of passionate and prepared Southern California types from Plan Design Consultants. The show is there way of adding value to the advisor community – without another […]
Happy National Coffee Day!
/in Branding, Financial Services Marketing Tips /by Sheri FittsStarbucks didn’t create the coffee culture; there were plenty of places to get a cup of coffee before they started. What they did was turn a once-upon-a-time purchase into a daily ritual for many of us. (Short Flat White anyone?) When Howard Shultz bought the Seattle-based firm, he shifted our idea of what coffee could […]
Dear Ary: You’re right, except…
/in Branding, Financial Services Marketing Tips /by Sheri FittsRecently ERISA attorney Ary Rosenbaum wrote a great post, Marketing For Plan Providers: What It Can Do And What It Can’t. In the article he mentions a variety of not-marketing tasks and tactics that every business must consider before marketing. These include ideas such as finding a target market, creating a company culture, providing an […]
A Study in Disruptive Marketing
/in Blog, Branding, Financial Services Marketing Tips /by Sheri FittsWhat makes marketing disruptive? Authentic branding. Tribe clarity. Thought leadership. Multichannel approach.
I Believe
/in Blog, Leadership /by Sheri FittsA personal brand is based on a series of beliefs.
It’s Not Business. It’s Personal.
/in Blog, Branding, Financial Services Marketing Tips /by Sheri FittsA well-executed brand and brand experience increases the perceived value of the services you provide.