Sheri’s regular blog is tracking the development of her digitalEQ platform, as well as sales and marketing trends affecting the financial services industry. She also sends a biweekly e-newsletter to the nation’s leading retirement plan and wealth management industry professionals. Join the hive!
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The FiduciaryU Podcast: Capturing Hearts and Minds with Sheri Fitts
in UncategorizedDo you have one of those ‘industry’ friends that you secretly wish was a capital F, FRIEND? Josh Itzoe is one of those for me. It seems the only times we can talk is in a crowded and busy hallway at some industry conference. And even within that tiny bit of time, he always […]
Are you lazy? Or are you Liquid Death?
in UncategorizedOver the short time of just 30 minutes, there they are: Two perfect lessons on marketing and messaging. Are you lazy? I’m a LinkedIn geek. I’ve been on the platform since the early days; have been teaching the financial services industry about the opportunity since 2006; and have more than 10,000 followers to prove it. This […]
Status quo never made a sale
in Blog, Financial Services Marketing Tips, Leadership, Thought LeadershipIf 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 LeadershipThe 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?)