Compelling conversations with digitalEQ™
Making authentic, heartfelt connections builds trust. As the world continues to evolve to digital, shifting from in-person interactions to online connections that are emotionally resonant is paramount.
Financial services is clearly embracing the human connection and personalization when managing people’s money. And as a creator and industry innovator, Sheri has been amplifying the heart in financial services her entire career. She’s done it again by creating digitalEQ™, a suite of training modules and tools to help advisors navigate client interactions in the new world of digital.
DigitalEQ developed from Sheri’s early interest in behavioral finance, especially the research of Richard Thaler and Shlomo Benartzi [link to Save more tomorrow, 2004], which shows how people routinely are illogical about money decisions. Her work on digitalEQ was further inspired by Daniel Pink [link to A Whole New Mind, 2006], who theorized that the Information Age eventually would be replaced by a Conceptual Age known for design, story, empathy, play and meaning.
Created and developed by Sheri Fitts & Co., digitalEQ is a spectrum of training modules to help advisors gain mastery and hone their digital skills and amplify their EQ online. Learn more >
Women Rocking Wall Street
As the host of the Women Rocking Wall Street podcast, Sheri has helped thousands of advisors shape messages, create meaningful relationships and build digital thought leadership. Check it out >
Want to really rock social media to connect with clients and prospects while staying compliant? Sheri’s book, Deconstructing Digital, empowers you to do both. Get it here >
Be in touch
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!