Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Sheri Fitts Keynote Speaker | Financial Services Marketing Expert ## Sitemaps - [XML Sitemap](https://sherifitts.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Stop. Breathe. Then, take the shot.](https://sherifitts.com/stop-breathe-then-take-the-shot/) - Under pressure, top performers don’t wing it. They stop, breathe, center themselves, and then take the shot. - [The Sound Your Heart Makes](https://sherifitts.com/the-sound-your-heart-makes/) - A reflective essay on intention, personal brand, and learning to hear the sound your heart makes in work, leadership, and life. - [What I Am](https://sherifitts.com/what-i-am/) - Authentic personal branding builds trust, connection, and business growth. Learn how showing up as yourself helps you stand out. - [Happy National Mutt Day](https://sherifitts.com/happy-national-mutt-day/) - A personal reflection on belonging, identity, and how the SWAY Collective celebrates the beauty of not fitting into one box. - [Craving the Real?](https://sherifitts.com/craving-the-real/) - Why authentic, unscripted experiences stand out in a world of over-optimized content—and what that means for your personal brand. - [Once Upon a Dream: The Story of SWAY](https://sherifitts.com/once-upon-a-dream-the-story-of-sway/) - Sheri Fitts shares the story of SWAY—how a small idea became a purpose-driven community built on branding, vulnerability, and connection. - [The Fezz Effect](https://sherifitts.com/the-fezz-effect/) - Influence isn’t about followers. It’s about resonance, presence, and authentic connection. - [Let 2025 Be Seen](https://sherifitts.com/let-2025-be-seen/) - Pause and reflect on 2025 with 3 thoughtful questions to honor growth, gratitude, and the quiet moments that shaped your year. - [In Our Digital-First World, Your Personal Brand Is the Knock on the Door](https://sherifitts.com/in-our-digital-first-world-your-personal-brand-is-the-knock-on-the-door/) - In a digital-first world, your personal brand builds trust, creates connection, and opens doors before the first sales conversation. - [Why Do It?](https://sherifitts.com/why-do-it/) - Discover why purpose is the foundation of personal branding, courage, and authentic influence in work, leadership, and visibility. - [Is Your Ass Following Your Aspirations?](https://sherifitts.com/is-your-ass-following-your-aspirations/) - Growth starts when your actions match your aspirations. A candid reminder to show up, move your feet, and become who you want to be. - [No more hiding.](https://sherifitts.com/no-more-hiding/) - Stop hiding your brilliance. Why authentic personal branding and human connection make you more memorable than perfection. - [Every. Part. Matters. 💀💐](https://sherifitts.com/every-part-matters-💀💐/) - Why every part of your story matters in personal branding—and how authenticity creates deeper connection and trust. - [A Little of This, a Little of That](https://sherifitts.com/a-little-of-this-a-little-of-that/) - A curated mix of inspiration: nature, perfectionism, advisor video insights, and an invitation to SWAY | LIVE Boulder. - [The Hardest Part of Standing Out](https://sherifitts.com/the-hardest-part-of-standing-out/) - Standing out isn’t easy. Sheri Fitts shares a real story about bold branding, discomfort, and why being different is a strategic advantage. - [Authenticity Is Authority](https://sherifitts.com/authenticity-is-authority/) - Authentic leadership starts within. Learn how alignment, presence, and intentionality build authority in business and branding. - [Be a student.](https://sherifitts.com/be-a-student/) - A gentle reflection on choosing “student” as a guiding word and embracing growth through curiosity, learning, and presence. - [I See Only the Past.](https://sherifitts.com/i-see-only-the-past/) - A reflective essay on letting go of old stories, forgiving the past, and entering a new year with fresh eyes and possibility. - [The Missing Ingredient](https://sherifitts.com/the-missing-ingredient/) - Why “mattering” is the ingredient behind transformational experiences—and how purpose + service builds trust, visibility, and a brand people believe. - [What will people think of me?](https://sherifitts.com/what-will-people-think-of-me/) - Worried what people think? Break the “performance” loop and build an authentic personal brand—one honest choice at a time. - [Reaching for someone else’s map](https://sherifitts.com/reaching-for-someone-elses-map/) - A reflection on borrowed authority, real voice, and trusting your earned experience—especially after decades in financial services. - [Trust is the New KPI](https://sherifitts.com/trust-is-the-new-kpi/) - AI can’t replace human connection. Here’s why trust—not clicks or comments—is the KPI that builds loyalty, teams, and brand staying power. - [The Window Between Safe and Seen](https://sherifitts.com/the-window-between-safe-and-seen/) - Learn how to widen your “personal Overton Window” to build trust, connection, and a more authentic leadership brand—without oversharing. - [Happy Valentines Day](https://sherifitts.com/happy-valentines-day/) - Cadbury, KFC, UPS. Everyone is reminding you that today is Valentine’s Day! Which, of course, got me thinking about love. Not the roses-and-chocolate kind. 🌹 The kind that quietly shapes how we show up every single day. I’m talking about your work. Because I hear a version of the same sentence over and over again from people - [When Your Brand Makes You Sweat a Little](https://sherifitts.com/when-your-brand-makes-you-sweat-a-little/) - You know that question that used to show up in job interviews? “Where do you see yourself in five years?” We used to laugh at it. Come on, who really knew? But lately, I’ve been wondering if that question actually holds more power than we give it credit for. Recently, over a long-overdue Zoom with - [Make a Mess. Make It Matter.](https://sherifitts.com/make-a-mess-make-it-matter/) - We don’t talk enough about what it really means to create. Sure, it’s exciting to post the highlight reel: the fresh launch, the big idea, the massive results. But that kind of momentum and success rarely starts with a perfect strategy. More often, it’s a beautiful, chaotic mess. Let’s level with each other, right here - [Rethinking growth. One Honey Mesquite (Prosopis glandulosa) at a time](https://sherifitts.com/rethinking-growth-one-honey-mesquite-prosopis-glandulosa-at-a-time/) - Let’s talk about the desert. Not metaphorically. I mean the actual Las Vegas desert. In the middle of a conference break, I took a walk under the (finally warm!) Nevada sun. I needed to stretch my legs and clear my head, and of course, hunt down a Starbucks. In the past, this particular Starbucks was - [I will not be assimilated](https://sherifitts.com/i-will-not-be-assimilated/) - Captain’s Log: Personal Stardate 00:91 Years ago, I accepted a role at a very well-known, highly respected bank. It was an amazing opportunity. But I'd read something right before I started that stuck with me: "Within 90 days, your ability to impact company culture fades. After that, the culture changes you." So, on Day 91, - [And, in our digital-first world, your personal brand is the knock on the door](https://sherifitts.com/and-in-our-digital-first-world-your-personal-brand-is-the-knock-on-the-door/) - Sales. It’s a word that gets tossed around boardrooms, baked into KPIs, and dissected in quarterly reviews. Lately, I’ve been thinking about what it actually means, especially in a world that’s been reshaped by digital noise, shifting expectations, and the infinite scroll. Once upon a time, sales were pretty straightforward. My first job was as - [52 sunrises ☀](https://sherifitts.com/52-sunrises-☀/) - Earlier this year, many people in my mastermind group were setting detailed, numbers-driven goals — KPIs, performance metrics, the whole bit. And honestly? I just couldn’t get there. It was a struggle to create that spreadsheet. Trying to visualize my year in columns and rows. I absolutely procrastinated and delayed on that project. (I think - [Awkward is The New Authority](https://sherifitts.com/awkward-is-the-new-authority/) - Let me tell you about my first pair of cowboy boots. They’re more than 15 years old. Worn in all the right places. They are perfectly, unapologetically mine. In fact, I just had them resoled; out of necessity, but more importantly, out of respect. You don’t walk away from that kind of relationship. You take - [Don't Just Wing It](https://sherifitts.com/dont-just-wing-it/) - Spring has officially unpacked its bags here in Portland. The trees are budding, the air smells like fresh beginnings, and the neighborhood birds are in full-blown building mode. Out back in the massive oak tree, the downy woodpeckers are at it again, revisiting the condo/triplex they started last spring. Apparently, the original floor plan needs - [Espresso Yourself](https://sherifitts.com/espresso-yourself/) - I was about two sips into my morning coffee when I got confused. Wait… which newsletter am I writing again? Then I remembered. Oh yeah, this one’s mine. Since November, I’ve been helping my favorite local coffee shop with their newsletter. (Yes, really.) They had one simple goal: Sell more beans. It started when an - [Start with identity](https://sherifitts.com/start-with-identity/) - Years ago, I scribbled something down during a retreat. I don’t remember the session or the speaker. But I remember the words: “Be. Not do.” I didn’t question it at the time. Just wrote it down. Moved on. I was likely already shifting into what I needed to do next. But that little phrase keeps coming back. - [Your most valuable asset? You!](https://sherifitts.com/your-most-valuable-asset-you/) - Success isn't about blending in. It’s about standing out, building trust, and creating meaningful connections. That’s why your personal brand is your most valuable asset. Learn how to tap into the potential of your personal brand at Next-Generation Personal Branding: Stand Out. Speak Up. Scale Your Impact, a 3-part masterclass designed to give you an edge. - [Your LinkedIn banner is just the beginning](https://sherifitts.com/your-linkedin-banner-is-just-the-beginning/) - Last week, I was adding the finishing touches to the slides for an upcoming social media panel. (See you at the NAPA 401k Summit!) Coffee in one hand, mouse in the other, I was creating a few LinkedIn tip sheets and doing what I often do — catching up on industry news, celebrating wins, following - [Status quo never made a sale](https://sherifitts.com/status-quo-never-made-a-sale/) - 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 - [Make It Matter](https://sherifitts.com/make-it-matter/) - In the thick of 2008/2009 — the market in freefall, massive layoffs, and a whole lot of fear — I started noticing something. My inbox and voicemail were flooded with messages from industry peers asking to “grab coffee” or “catch up over lunch.” These weren’t casual check-ins. They were quiet SOS signals from people who - [Introducing: SWAY | LIVE Elevate your influence.](https://sherifitts.com/introducing-sway-elevate-your-influence/) - FOR IMMEDIATE RELEASE SWAY | LIVE: The Inaugural Personal Branding and Thought Leadership Conference for Financial Services Professionals Portland, OR – SWAY | LIVE, the first-ever personal branding and thought leadership event for financial services professionals, will be held August 7 – 9, 2023 in San Diego, CA. This event is a cross-industry conference, - [It's a really big dill! 🥒](https://sherifitts.com/its-a-really-big-dill-🥒/) - SWAY | LIVE Just Got Named a Kitces.com Top Conference! In celebration of National Pickle Day, we're beyond thrilled to share some “dill-icious” news! 🥒 🎉 Kitces.com has recognized SWAY | LIVE 25 as one of the Best Financial Advisor Conferences To Attend In 2025 in the Up & Coming category. This isn’t just any - [Emerging Leaders at SWAY | LIVE](https://sherifitts.com/emerging-leaders/) - SWAY | LIVE is the perfect place for emerging leaders! Learn more and register today. - [Live the Questions](https://sherifitts.com/live-the-questions/) - We’ve all been there. Sitting in a room with well-intentioned panelists, perfectly timed slide transitions, and fancy hotel-branded coffee cups, your mind is drifting. You’re hoping for a spark, something that lands. Then, later — maybe in the hallway or over lunch — someone drops a thought that stops you. It’s off-the-cuff. It’s real. And - [🌞 The Heliotropic Effect](https://sherifitts.com/🌞-the-heliotropic-effect/) - At the Spring Equinox, day and night hang in perfect balance. And just like that, the earth begins its gentle tilt toward more light. There’s something poetic about that shift. In science, they call it the heliotropic effect: the tendency of living organisms (and even entire systems!) to orient toward a source of light or energy. And, - [Understanding the Person Behind the Decision](https://sherifitts.com/understanding-the-person-behind-the-decision/) - When I first started in sales, I had a habit of walking into a meeting and immediately scanning the room—not just to determine the decision-makers to excavate personal clues. A well-loved briefcase, a family photo tilted just so on a desk, a stress ball shaped like a soccer ball, a colored picture hung discreetly—every little - [1998 and SPARK](https://sherifitts.com/1998-and-spark/) - 1998. That was the year I stepped into sales. My clients and prospects? Record keepers of all sizes - insurance companies, regional banks, and local TPAs - spread across the United States. The product? Educational and communication materials designed to help people understand and enroll in their 401(k) plans. The SPARK Conference was the place to - [The Fear of Being Seen](https://sherifitts.com/the-fear-of-being-seen-2/) - A few weeks ago, I wrote about how I was shedding the algorithm’s grip on my creativity. But let’s be honest—the real challenge runs deeper than that. It’s not just about posting more. Or even perfectionism. It’s about the fear of being truly seen. Years ago, back when I worked at US Bank, I had - [The Purpose of Purpose](https://sherifitts.com/the-purpose-of-purpose/) - How to Make People Actually Care About Your Brand (No Super Bowl Budget Required) Oh, so long ago, like two weeks ago?! I was watching the Super Bowl—partly for the game, mainly for the snacks, and definitely for the ads. Some were fun. Some were forgettable. But a couple hit me differently. They weren’t overly - [The Neuroscience of Purpose](https://sherifitts.com/the-neuroscience-of-purpose/) - "What if you mess up?" "What if they don’t care?" "What if you’re not good enough?" I had done the work. I knew my material. But at that moment, the doubt was loud—relentless even. My heart pounded, my mouth was dry, and my thoughts felt like they were running in circles. Neuroscience tells us there’s - [Don't come to SWAY LIVE - high school cafeteria story](https://sherifitts.com/dont-come-to-sway-live-high-school-cafeteria-story/) - I went to four different high schools. Four different times, I was the new girl walking into the cafeteria, tray in hand, scanning the room, trying to figure out where I fit in. More often than not, I ended up in the library—hiding behind the safety of books instead of risking rejection. And here’s the funny (and - [Zero Flocks Given](https://sherifitts.com/zero-flocks-given/) - The Year of the Snake is here, and you know what that means? It's time to shed that old, tired skin. For me, that means cutting ties with something sneaky, and way too controlling: the algorithm's chokehold on my creativity. Earlier this week, I caught myself procrastinating—stalling over creating a LinkedIn post like it was - [Waka Waka ⚡ - Find your purpose to power up](https://sherifitts.com/waka-waka-⚡-find-your-purpose-to-power-up/) - Welcome to the second half of 2024! July 1 offers the perfect opportunity to reset and reignite your purpose. Coupled with the bright and hopeful days of summer, it’s the perfect time to laser-focus on what truly drives you. And that's precisely where SWAY | LIVE comes in as the industry's first conference focused on purpose-driven personal brands. - [People Crave Connection](https://sherifitts.com/people-crave-connection/) - Five ways to differentiate yourself. It has (almost) nothing to do with your product. Yesterday, I had an interesting conversation with a friend who landed a fancy-pants gig as a Sales VP about a month ago. We covered the usual—the team, the firm, the challenges, and the opportunities in front of him. And then we - [Giving Tuesday](https://sherifitts.com/giving-tuesday/) - Today, this Giving Tuesday, let's do something BIG. Let's celebrate my (slightly belated) 63rd birthday AND change lives in Malawi—all in one go. Here's the plan Today ONLY, we're donating $63 for every SWAY | LIVE ticket purchased to support the incredible work of Marion Medical Mission. Why Marion Medical Mission? Because they’re making real change. And, our friend - [You're Invited](https://sherifitts.com/youre-invited/) - The other day, I had one of those calls. The kind that leaves you buzzing with energy. 🐝 Ideas you can’t wait to dive into. It was with the powerhouse crew from the SWAY Collective, and we were reviewing everyone's 2025 marketing plans. So much fun! A podcast rolling into its 75th episode, a brand-new YouTube - [🤫 The "secret" to being unforgettable.](https://sherifitts.com/🤫-the-secret-to-being-unforgettable/) - Five ways to differentiate yourself. They have (almost) nothing to do with your product! Yesterday, I had an interesting conversation with a friend who landed a fancy-pants gig as a Sales VP about a month ago. We covered the usual—the team, the firm, the challenges, and the opportunities in front of him. And then we - [Cognitive Easy](https://sherifitts.com/cognitive-easy/) - A few weeks ago, I was in a facilitation masterclass and heard something that really intrigued me—it’s a concept called cognitive ease. Basically, if your brain finds something easy to process, you’re more likely to trust it. Fewer words on a social media post? Familiar fonts? Simple sentences? Well-known concepts? Yes, please. Why? Because our - [💀💐 Honor Everything](https://sherifitts.com/💀💐-honor-everything/) - As Día de los Muertos begins, I’m reflecting on how cultures around the world honor those who came before us. From Día de los Muertos in Mexico to Japan’s Obon and Ireland’s ancient Samhain, these traditions carry a powerful reminder: the stories of those who walked before us matter. Their lives, like ours, are woven - [2023 Check-in: Was your world domination delayed a bit?](https://sherifitts.com/2023-check-in-was-your-world-domination-delayed-a-bit/) - Yep. We're halfway through 2023. If you're anything like me, and just about everyone else, those lofty goals we set in January have faded. Remember that grand plan you so creatively put together? The one that practically had you ruling the world by now? How's that coming along? Admittedly, my own plans have hit a - [Don't worry, there will be coffee! ☕️](https://sherifitts.com/dont-worry-there-will-be-coffee-☕️/) - Let’s face it: we all have a laundry list of excuses for why we can’t do something. But when it comes to attending SWAY | LIVE, it’s time to leave those excuses at the door. Here’s why: It’s too far from the East Coast. Oh, please. Ever heard of airplanes? The journey is half the adventure! Plus, - [What will you create?](https://sherifitts.com/what-will-you-create/) - Hello, in there! Yes, you - that quiet voice deep inside whispering, 'When I grow up, I want to be...' That little voice is your creativity, your potential, and your future self, waiting, wanting, aching to be released. And what better day to listen to that voice than today, National Creativity Day? I remember saying over - [Predictable plea? Or personal brand?](https://sherifitts.com/predictable-plea-or-personal-brand/) - As a sales pro in the financial services industry, you know the challenges are constant: struggling to secure meaningful meetings, managing larger territories, dealing with frequent client turnover, Zoom presentations with black screens where faces should be, and then, all of those reports. What if I told you there was a game-changing strategy that could - [Austin! ☕️ 🥾 and so much more.](https://sherifitts.com/austin-☕️-🥾-and-so-much-more/) - Some folks say that Portland, Oregon is Austin, Texas' unofficial sister city with a very similar vibe. (Well, Austin does have a VooDoo Donuts.) While I sense a bit of the resemblance, Austin has a unique charm and character that stands out on its own. My first visit to Austin was during the ShoeFitts Marketing days right after - [Reboot and reset.](https://sherifitts.com/reboot-and-reset/) - Have you ever felt like you needed to hit the reset button? To step away from the Zoom hustle and rediscover what lights you up? I recently had a few of those days when paddle boarding on the magical Sequim Bay in the Olympic Peninsula this past weekend. Let me tell you, paddling the bay - [✨ A little more magic?](https://sherifitts.com/✨-a-little-more-magic/) - 🎈 Step right up and prepare to be inspired at SWAY | LIVE – the most immersive, transformative and magical personal branding experience you'll ever experience. 🌟✨ Imagine a world where your personal brand shines as brightly as the North Star 🌟 and leaves a lasting impression, like a life-changing mountain summit. 🏔 At SWAY | LIVE, we’re - [👢👢 Nashville?](https://sherifitts.com/👢👢-nashville/) - The first business trip I took after hanging up my corporate hat was in early 2013. Nashville was the backdrop for a conference on the subject of marketing agency success. The fancy Music City Center was only in the planning stages. And, Broadway Street was a simpler place, where country tunes flowed from every honky-tonk, - [Trees are good things. 🌳🌴🌲](https://sherifitts.com/trees-are-good-things-🌳🌴🌲/) - My yard is full of very massive trees. In the back, an Atlas Cedar towers like a natural skyscraper, it is mirrored by a sister tree — just as tall, though not as wide in the trunk. The big guy in the main courtyard is an oak tree. Imagine if three of us were to - [Stopping to celebrate.](https://sherifitts.com/stopping-to-celebrate/) - Last year, in March, the SWAY Collective was launched. It sprung from a tiny idea and a big dream: to create a space and a community for financial geeks to cultivate an intentional and impactful personal brand, powered by thought-leadership. Frankly speaking, when I sent out the first email invitation, I didn’t think we’d have more than - [I love you too.](https://sherifitts.com/i-love-you-too/) - I love you too. When you hang out with me on the Instagram, you're signing up for a journey of love spotted in the mundane. Earlier this week, I found a heart-shaped rain puddle. It wasn’t easy to see at first, but I did stop and snap a photo. I share pictures like this all the - [Taco bout innovation](https://sherifitts.com/taco-bout-innovation/) - Taco Bell as an industry innovator? The idea hadn't crossed my mind—until now. I do remember some chatting about their molten chocolate cupcake on Twitter a few years back. But I didn't considered that as an innovation. But hold up. They hold themselves to the standard of a highly innovative company. As you likely know, - [Hello Down There 👽](https://sherifitts.com/hello-down-there-👽/) - Football isn’t my thing. (Yes, I’m divulging one of my deepest secrets here.) But this weekend? I’ll be watching. For a marketing and branding geek like me, the Super Bowl is the prime time to actually WATCH the commercials. It’s when brands bring their A-game, many packing powerful storytelling into less than 30 seconds. My - [Phil Connor's 12,395 Days](https://sherifitts.com/phil-connors-12395-days-2/) - So, have you ever curled up on the couch with 'Groundhog Day' and thought, "Hey, this isn’t just funny—it’s deep"? Indeed, it's not just about a man and his shadow-side but a self-improvement parable teaching the need to look inside oneself. And, in watching it again last night (because research, why not?), I noticed another layer of - [Oh no! I'm hooked.](https://sherifitts.com/oh-no-im-hooked/) - “Oh no! I'm hooked!” That was the exclamation that escaped my lips, not in frustration but in sheer delight, upon discovering Woobles; these sweet little, ready-made crochet kits! Cornelius, a delightful little stuffed bee 🐝, was a thoughtful present that led me down a rabbit hole of bright images and the promise of simple joy in learning to - [The moon is a sunlit object.](https://sherifitts.com/the-moon-is-a-sunlit-object/) - Yesterday in Portland, we experienced something unusual: a day without rain. And, this absence of rain delivered an unexpected gift as I went to bed: a clear night! Our house was designed with several strategically placed skylights, one of which is right over our bed, offering a perfect view of the night’s sky. Last night, - [The Grinch's growth](https://sherifitts.com/the-grinchs-growth/) - In our cozy and small, 1250-square-foot, empty-nester home, shared with a 140lb Newfoundland, we skip a few traditional holiday festivities. No tree, no turkey (yuck), and certainly no viewing of Home Alone. Yet, watching A Charlie Brown Christmas, Love Actually, and How The Grinch Stole Christmas is a ritual that never fails to fill my heart with happiness and my - [Authenticity wins](https://sherifitts.com/authenticity-wins/) - It's no surprise that "Authentic" is Webster's word of the year. In our digital age, where the lines between real and fake blur, this term has become both a beacon and a challenge, especially in financial services—a field sadly rooted at (or near) the bottom of the Edelman Trust Barometer for over a decade. I have opinions, of - [Build momentum](https://sherifitts.com/build-momentum/) - For many of us in financial services, the concepts behind behavioral finance are familiar. Particularly the 401(k) geeks! My journey started in 2003 when I heard Richard Thaler and Shlomo Benartzi sharing their wisdom on an NPR Marketplace Money show one early morning. It was their original work behind Save More Tomorrow! As a fledgling geek, I was hooked—so - [No Buts.](https://sherifitts.com/no-buts/) - Most days my morning walks take me south, up, and around Mount Tabor. If we head all the way to the top, we must navigate 282 steps (a counting task someone else has undertaken!). It’s breathtaking. Right now, the trees are snowing leaves of gold, orange, and red. And, covering the path with their crunch - [Why wait until Festivus?](https://sherifitts.com/why-wait-until-festivus/) - No worries, this isn’t a feats-of-strength challenge... just yet. Instead, let's channel all of that energy into crafting a spectacular marketing strategy for 2024! Why wait until Festivus to air your grievances about this year’s marketing efforts? Let’s tackle them head-on and set the stage for a year of success and innovation. Are you ready - [Rethinking pink.](https://sherifitts.com/rethinking-pink/) - I'll be wearing pink a bit more now. Not because of any new Barbie fashion trends, but because of Seylah Rose Fields and her baby shower. Two weeks ago, I had the privilege of attending a deeply personal baby shower for my soon-to-arrive granddaughter. As you can imagine, there was an overwhelming amount of pink in - [The Ritz-Carlton was so meta.](https://sherifitts.com/the-ritz-carlton-was-so-meta/) - The Ritz-Carlton? It's a beacon of luxury. Beyond fancy-pants rooms and impeccable service, they've even turned their service ethos into a thriving business by offering management and leadership training programs. A few weeks ago, I was at the Ritz-Carlton Laguna Nigel speaking about, “Unleashing Emotional Intelligence: The Heartbeat of Sales Success.” As I was preparing - [Thinking of You](https://sherifitts.com/thinking-of-you/) - According to the Greeting Card Association (GSA) in the U.K., followed by the United States Postal Service (USPS), this week is National Thinking of You Week. The idea behind it seems to emphasize the beauty of human connection, especially in an increasingly digital age. And evidently, both organizations are encouraging us to send someone a card - [Dearly Beloved: We are gathered here today...to SWAY!](https://sherifitts.com/dearly-beloved-we-are-gathered-here-today-to-sway/) - Last Monday, we celebrated the successful launch of the inaugural SWAY | LIVE. And how did we start? With royalty – not just referring to myself, but actual royalty, with a touch of purple: "Dearly Beloved, We are gathered here today, To get through this thing called 'life'. Electric word, life." I chose to kick off with a - [Have you ever wanted to yell at your tomatoes? 🍅](https://sherifitts.com/have-you-ever-wanted-to-yell-at-your-tomatoes-🍅/) - Have you ever found yourself standing in your garden, gazing at your tomato plants, and whimsically wishing that a loud shout could magically speed up their growth? Believe me, I've been there, and spoiler alert: shouting doesn't work. Every year in Oregon, anticipation starts sprouting in February with the first sunny day. I find myself - [Elevate your personal brand. 🦄 Be like unicorn at a donkey convention!](https://sherifitts.com/elevate-your-personal-brand-🦄-be-like-unicorn-at-a-donkey-convention/) - Ever felt like you're standing at a bustling crossroads, desperate for the universe to give you a sign? It's like waiting for a gap in traffic to make that daring left turn at a busy junction. You observe, anticipate, and seek the perfect moment to make your move. Well, my friend, guess what? The signal - [Rebranding isn't just about a new name; it's about shaping the future.](https://sherifitts.com/rebranding-isnt-just-about-a-new-name-its-about-shaping-the-future/) - Rebranding isn't just about a new name; it is about shaping the future. Yesterday we had our monthly SWAY Community Office Hours. A time where we come together and talk about anything and everything as a community. This is usually the place where members get to ask questions - and sometimes a place where I - [🌞 Remember summer camp? Unlock your financial professional potential at SWAY | LIVE!](https://sherifitts.com/🌞-remember-summer-camp-unlock-your-financial-professional-potential-at-sway-live/) - One of our dear friends was up from Oakland, CA this past week and stopped by for dinner. We've known him for quite some time - in fact, we were even there for his very first date with his now-wife. He brought along his amazing kids. And watching them grow up has been a joy. - [May the brand be with you. How Yoda lives his personal brand.](https://sherifitts.com/may-the-brand-be-with-you-how-yoda-lives-his-personal-brand/) - Where were you when you saw Star Wars for the first time? It was 1977 and we were living in Corvallis, Oregon. It was at the new movie theater on Ninth Street. So, it was a super big deal. Even better? All four kids got to go! There were long lines of other families, eager - [Get inspired. Get connected. Get influence. 🥳](https://sherifitts.com/get-inspired-get-connected-get-influence-🥳/) - Hey there! And WOOOOT WOOOT WOOOT. It's official - the first-ever personal branding and thought leadership event for financial services professionals, SWAY | LIVE, is here! And we couldn't be more excited! What is SWAY | LIVE? A three day conference focused on helping you create a purpose-driven personal brand fueled by thought leadership. Join us in - [There are no marketing hacks.](https://sherifitts.com/there-are-no-marketing-hacks/) - Tricking someone into clicking something in your email based on a false or misleading premise is an awful way to start a relationship. - [Thing One, Thing Two: A Resource Guide For You](https://sherifitts.com/thing-one-thing-two-a-resource-guide-for-you/) - If you're like me, you might worry you spend a bit too much time on LinkedIn. It can be a great resource for networking, researching prospects, stalking frenemies and staying up-to-date on industry news. But sometimes it can be hard to know exactly what to do and when to do it for the best results. - [Sprechen ze talk?*](https://sherifitts.com/sprechen-ze-talk/) - People feel strongly about a certain holiday movie. And people feel strongly about a certain type of LinkedIn post. Of course, I have opinions. Die Hard is a Christmas movie. Period. The cheesiest form of posting on LinkedIn is broetry. C'mon, you know the kind of post I'm talking about. The brooding, dark one with the - [10 Things in 10 Years~ A Celebration](https://sherifitts.com/10-things-in-10-years-a-celebration/) - “If I don’t pull the trigger, I give you every permission to tell me to shut the flock up!” That is what I told a dear friend the Spring of 2012. You see, I kept saying, “When I grow up, I want to be a speaker and do my own thing,” for about five years - [Sing it with me... 🎶 The best part of waking up is Folgers in your cup. 🎶](https://sherifitts.com/sing-it-with-me-🎶-the-best-part-of-waking-up-is-folgers-in-your-cup-🎶/) - Sing it with me... 🎶 The best part of waking up is Folgers in your cup. 🎶 I’m certain I’m not the only one who remembers opening the can of Folgers. And breathing in that first whiff of coffee? Ahhh, that was a heavenly smell. Folgers was indeed the first coffee I drank. Black. (No - [Three ways to create content that connects](https://sherifitts.com/three-ways-to-create-content/) - Me: “Yes, you can create content.” Advisor: “But I can’t write. I could spend six hours trying to perfect a 1000-word blog post and it would be horrible. It would be awful!” A recent audience member said this to me yesterday. I had just finished up speaking about LinkedIn and my perspective on creating, curating - [The FiduciaryU Podcast: Capturing Hearts and Minds with Sheri Fitts](https://sherifitts.com/the-fiduciaryu-podcast-capturing-hearts-and-minds-with-sheri-fitts/) - Do 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?](https://sherifitts.com/are-you-lazy-or-are-you-liquid-death/) - Over 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 - [FiduciaryU podcast!](https://sherifitts.com/fiduciaryu-podcast/) - Do 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 - [Sheri Fitts Virtual Demo Reel](https://sherifitts.com/sheri-fitts-virtual-demo-reel/) - [Sheri Fitts Speaking Reel](https://sherifitts.com/speaking-reel/) - [Sheri Fitts presents "Getting Generational"](https://sherifitts.com/sheri-fitts-presents-getting-generational/) - [Digital Institute Embraces the Social Media Sphere](https://sherifitts.com/digital-institute-press-release/) - New ShoeFitts Marketing monthly broadcasts show financial advisors how to utilize key digital concepts and ideas in their daily practice. Portland, OR, January 14, 2016: Financial services industry professionals can now take full advantage of digital marketing to elevate their brand, find and develop leads, and increase sales by attending the new monthly ShoeFitts Digital - [How Well Are You Crafting Intentional Experiences?](https://sherifitts.com/how-well-are-you-crafting-intentional-experiences/) - 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 - [It's the Little Things That Matter](https://sherifitts.com/its-the-little-things-that-matter/) - 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, - [Are you using digital media as a building block for sales❓](https://sherifitts.com/are-you-using-digital-media-as-a-building-block-for-sales❓/) - 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 - [Will robots rule the financial services industry?](https://sherifitts.com/will-robots-rule-the-financial-services-industry/) - 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 - [💖 Make kindness part of your customer experience](https://sherifitts.com/💖-make-kindness-part-of-your-customer-experience/) - 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 - [The power of impressions.](https://sherifitts.com/the-power-of-impressions/) - 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 - [Happy 2020! Time to quit marketing](https://sherifitts.com/happy-2020-time-to-quit-marketing/) - 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. - [OODLES OF CONTENT MARKETING RESOURCES: JUST IN TIME FOR YOUR 2019 PLANNING](https://sherifitts.com/oodles-of-content-marketing-resources-just-in-time-for-your-2019-planning/) - Content marketing is a critical component of a healthy marketing portfolio. Learn more about how you can optimize your inbound marketing! - [Happy National Fiduciary Day! Or not?](https://sherifitts.com/happy-national-fiduciary-day-or-not/) - Since I’m in no way qualified to discuss the technical merits of the Fifth Circuit’s decision, you’re safe. This isn’t another article about the regulations themselves. This is about marketing -- of course - [The Trouble with Turtles](https://sherifitts.com/the-trouble-with-turtles/) - The slow, one-size-fits-all approach we’ve taken in financial services just won’t fly. We have to provide efficiency, convenience, choices, innovation, personalization, with a splash of color. Millennials believe they can have whatever, whenever, however they want. - [WTF?](https://sherifitts.com/wtf/) - Yes, even a font has the power to make a bad impression. It may seem like such a small detail. But, in the world of financial services, details matter. Details matter all day long. - [Feeling commoditized? Show some love!](https://sherifitts.com/feeling-commoditized-show-some-love/) - Business printing isn’t necessarily a hip industry. It’s really just paper and ink. Think printing, think commodity. Right? Even worse, ever since Al Gore invented the Internet, pundits have been pointing to the death of the printing industry. (We all have digital screens. Who needs paper anyway?) Combine this with increased global competition and skinny - [Happy National Coffee Day!](https://sherifitts.com/happynationalcoffeeday/) - Have you considered your client’s experience? What do they experience the moment they engage with you? Starbucks maps their complete customer journey. - [A Study in Disruptive Marketing](https://sherifitts.com/a-study-in-disruptive-marketing/) - What makes marketing disruptive? Authentic branding. Tribe clarity. Thought leadership. Multichannel approach. - [Happy National Sock Day!](https://sherifitts.com/happy-national-sock-day-2017/) - If you’ve been in the audience when I speak or train, you know I love a question-asking-question-answering-all-in-engaged audience. And one of the ways that I “reward” people for their participation is to give away socks—they’re brightly colored, polka-dotted, cozy and high quality. They’re unforgettable. During two sessions I recently presented about the client experience at - [Boo! Marketing is Scary](https://sherifitts.com/happyhalloween/) - Marketing requires courage. Courage to be different. Courage to act different. Courage to do different. Marketing is scary. So what?! Do it anyway. - [Dear Ary: You're right, except...](https://sherifitts.com/marketingiseverything/) - Recently 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 - [I Believe](https://sherifitts.com/i-believe/) - What you believe is what you are. What you are is how you show up. How you show up is your personal brand. - [It's Not Business. It's Personal.](https://sherifitts.com/its-not-business-its-personal/) - The financial services industry must shift to more emotionally centered brands and brand experiences -- to truly connect with their clients. - [My Ultimate Digital Gear Guide](https://sherifitts.com/sfm-ultimate-digital-gear-guide/) - There are many tools to optimize and streamline your digital marketing efforts. Here are a list of my favorites we use these in a variety of ways at ShoeFitts Marketing. - [Easy Ways to Build Your Blogging Muscles](https://sherifitts.com/easy-ways-to-build-your-blogging-muscles/) - Blogging is one of the best ways to show your clients and prospects you are an expert in your financial services niche. - [Discover the Simple Secrets to Deconstructing Digital](https://sherifitts.com/discover-the-simple-secrets-to-deconstructing-digital/) - a simplified guide for digital marketing - [Boost Your Centers of Influence with Social](https://sherifitts.com/boost-your-centers-of-influence-with-social/) - If you’re like most professionals in the financial services industry, finding and cultivating referrals is an ongoing and necessary part of your business development strategy. - [How to Make Digital Marketing Work for You](https://sherifitts.com/how-to-make-digital-marketing-work-for-you/) - Whether you do your own marketing, or you have a team of professionals supporting you, poorly planned or executed social selling efforts could be costing you clients and sales. In 2016, you cannot overlook the opportunity to outsell your peers. You need a workable digital marketing plan that is easy to follow and just takes minutes a day. In this - [How to Create a Killer Digital Brand](https://sherifitts.com/how-to-create-a-killer-digital-brand/) - What does your digital brand say about you? If someone Googles your name, does the real you show up on the first page? Your digital brand is an integral component of your complete brand positioning, and must tell your clients and prospects why they should work with you and what you stand for in today’s - [How to Love LinkedIn: Five Reasons to Get Passionate About Social Media](https://sherifitts.com/how-to-love-linkedin-five-reasons-to-get-passionate-about-social-media/) - Can you really grow to love social media? From the outside, social media appears to be a struggle. Too much time? Too few clients online? Too little return? - [Three Simple Ways to Tell Your Brand is Stuck in Groundhog Day](https://sherifitts.com/three-simple-ways-to-tell-your-brand-is-stuck-in-groundhogs-day/) - Most companies spend time on their brand when they launch their business. They might focus on their logo and possibly a brochure, leaving the heaving lifting of messaging, value proposition and brand experience to a later date. Fast-forward ten years. While their business has changed – significantly – many firms still have the same logo, - [Create a Magnetic Brand, Build Margin](https://sherifitts.com/create-a-magnetic-brand-build-margin/) - Several years ago, I attended my second National Speakers Association Annual Conference. My objective for attending was to rub shoulders with successful speakers and take away a handful of ideas to jump-start my speaking practice. Hence the first evening, I stopped at the lobby bar for a beverage and a bit of mingling. While enjoying - [Mastering Compliance eCourse Takes The Fright Out Of Social Media](https://sherifitts.com/mastering-compliance/) - Halloween treats come early for financial services professionals looking to lay the ghost of compliance to rest. Professionals in the financial services industry can now overcome their compliance fears about social media by enrolling in the Mastering Compliance online course by Sheri Fitts, CEO of ShoeFitts Marketing. A module within the Social Selling for Financial - [Elephant in the Chat Room](https://sherifitts.com/elephant-in-the-chat-room/) - Following FINRA & SEC rules while doing mutual fund marketing. - [Promoting Events in Social Media - Your Top 10 List](https://sherifitts.com/promoting-events-top-10-list/) - Welcome to 2015. Yes, it’s time for marketing planning and deciding what trade shows you'll attend and conferences you'll hold. Some of the most useful information (and gossip) I gather comes prior to my actual attendance at an event. Well thought out, interactive social media campaigns extend the life and excitement around an event. Think - [And You Thought Your Life Was Complicated: A Visual History of ERISA](https://sherifitts.com/and-you-thought-your-life-was-complicated-a-visual-history-of-erisa/) - Have you ever wondered how retirement marketing law came about? Sheri Fitts, key note speaker and expert on financial plan marketing, provides a history of ERISA, the US law governing retirement plans. - [Lay the Ghost of Compliance To Rest!](https://sherifitts.com/lay-the-ghost-of-compliance-to-rest/) - Social media compliance doesn't have to be scary. It just takes a bit of time to understand the specifics. The Mastering Compliance module will help. - [Forget social. Focus on Sales.](https://sherifitts.com/forget-social/) - Ten or so years ago, at the beginning of the social craze, the marketing rally cry was “Join the Conversation!” Experts pointed to the benefits of brand engagement, community interaction, and the once in a lifetime opportunity to go viral. Value in the social world was associated with followers, likes and retweets. Frankly, that - [What Content Do I Share?](https://sherifitts.com/what-content-do-i-share/) - Here are some tips on sharing content - it's a key component to social selling because it helps solidify your thought leadership with your connections. - [Your KLT Factor: How do you Garner Trust?](https://sherifitts.com/how-do-you-garner-trust/) - Do you understand your KLT (Know Like, Trust) factor? These three things are important to a business' continued growth. In this post we discuss trust ratings. - [‘Women Rocking Wall Street’ Explores Teamwork Among Genders, Generations](https://sherifitts.com/women-rocking-wall-street-explores-teamwork-among-genders-generations/) - Companies can embrace women’s “getting along” mentality to boost recruitment and profits, says advisory services expert. For companies looking to attract new talent and increase profits, the answer may lie in creating a “getting along” culture. On a new episode of “Women Rocking Wall Street,” a podcast dedicated to helping women navigate the financial services - [The Internet is no Baby](https://sherifitts.com/the-internet-is-no-baby/) - The Internet rules sales and it's time to learn the ins and outs of social selling in the financial services world. - [Want to Avoid the Social Media Time-Suck?](https://sherifitts.com/want-to-avoid-the-social-media-time-suck/) - Maximize your social selling potential! Here are some tips to harness the social chi, boost productivity, and optimize your online interactions. - [Knocking Down Barriers](https://sherifitts.com/knocking-down-barriers/) - Introducing our brand new eCourse, Social Selling for Financial Advisors. Click to learn more, and begin your path to becoming a social media pro! - [How To Avoid Obsolescence: What Martha Stewart Can Teach Financial Advisors](https://sherifitts.com/how-to-avoid-obsolescence-financial-advisor-marketing/) - In today's digital age, it's important to stay up to date in marketing and the current financial environment. Check out what we can learn from Martha Stewart! - [Are You Ready for Social Selling?](https://sherifitts.com/selling-through-social-media/) - With social media invading every industry, it's important to know how to utilize this powerful tool in the right way. Read on to find out how. - [Social Selling to Rock Your Sales](https://sherifitts.com/social-selling-to-rock-your-sales/) - Okay, I am a digital native. I used my first Mac word processor in 1984, sent my first email newsletter in 1998, and coded my first website in 2000. I’m a digital geek; I’m a social networking nerd. What about you? You don’t have to be a techie to dip your toe into the social - [Filling Your LinkedIn Restaurant with Quality Connections](https://sherifitts.com/filling-your-linkedin-restaurant-with-quality-connections/) - Learn how to set up your LinkedIn profile and how to get quality connections the correct way with this blog post. - [Don’t Know Where You Are Going?](https://sherifitts.com/dont-know-where-you-are-going/) - Iconic coaches, top athletes, high achievers, and innovative start-ups all know setting goals is an important component for success. Yet, regardless of industry or stature, anyone and everyone looking to attain business growth needs to define a process and plan, and with today’s connected world those goals must encompass social media. "If you don't know - [Your KLT Factor: Know Your Audience](https://sherifitts.com/know-your-audience/) - The Tour De France is finally done! I loved it. It regularly amazes me that these cyclists ride what equates to a marathon each day for 21 days! Of course the marketer in me also marvels at the clarity of the target audience: a 30-something male who likes bikes and beer. While I don’t fit - [Blue Toenails and Courage](https://sherifitts.com/blue-toenails-and-courage/) - Actually the exact color is an OPI hue called “Fly.” I choose it, or a similar color, for every pedicure. Blue toenails are rather odd and sometimes folks comment on them. That’s when I explain that I paint them blue so when I look at my feet, I can say, “The sky’s the limit!” This - [Understand Persuasion to Improve Your Marketing](https://sherifitts.com/understand-persuasion-to-improve-your-marketing/) - In today’s visually and connected world you can rarely escape the onslaught of advertising and brand marketing. Billboards, stores, websites, and more impact our every move, and every purchasing decision. Yet, why are some ads effective? Why do people opt for the choices they make, whether in B2B commitments or B2C transactions? In essence, what - [Cialdini Influence: Tapping into the Power of Reciprocity](https://sherifitts.com/cialdini-influence-tapping-into-the-power-of-reciprocity/) - Women’s clothing retailer Anthropologie emails me a special coupon for my birthday. My friend’s local realtor brings her a pumpkin in the fall and offers a photo with Santa in December. A colleague receives a yearly birthday card from her husband’s college alma mater... This gifting technique is familiar to many people in sales and - [Cialdini Influence: Be Consistent and Unwavering](https://sherifitts.com/cialdini-influence-be-consistent-and-unwavering/) - On lazy fall weekends, I love spending a couple hours wandering through funky shops, antique stores and vintage clothing boutiques, and then tucking into a quaint small coffee shop for a strong Americano. Yet, on a day-in-and day-out basis, when I take a break from work and need my caffeine fix I head to Starbucks. - [7 Must Knows About Social Media Compliance](https://sherifitts.com/7-must-knows-about-social-media-compliance/) - Many financial services firms face social media compliance challenges. This blog from keynote speaker Sheri Fitts will help financial advisors understand how to handle social media without compromising on compliance. - [LinkedIn is a Waste of Time](https://sherifitts.com/linkedin-is-a-waste-of-time/) - For financial advisors, marketing on LinkedIn may seem like a chore. Retirement plan marketing keynote speaker Sheri Fitts on why LinkedIn is worth your time. - [Women Rocking Wall Street: A Kick Aspirational Resource for Women in Financial Services](https://sherifitts.com/women-rocking-wall-street-a-kick-aspirational-resource-for-women-in-financial-services/) - ShoeFitts Marketing president Sheri Fitts offers women in the financial services industry some aspirational and inspirational interviews on her new “Women Rocking Wall Street” podcast. Women in financial services just got a new stage where they can find their inner rock star. “Women Rocking Wall Street”, hosted by ShoeFitts Marketing president Sheri Fitts, brings kick - [Cybersleuthing for Sales Success](https://sherifitts.com/cybersleuthing-for-sales-success/) - Learn more about how listening works and tips to set up your business channels. - [ShoeFitts Marketing Recommends Cybersleuthing for Advisors Sales and Fact-finding Efforts](https://sherifitts.com/shoefitts-marketing-recommends-cybersleuthing-for-advisors-sales-and-fact-finding-efforts-1/) - The online world allows many opportunities to discover more about prospective clients, competitors and industry trends. Rather than a broadcasting-only approach to social media, financial advisors should create a listening channel to raise awareness and build connections. Portland, OR June 03, 2013 All too often, social media is viewed as a one-way street – an - [Introducing Voila](https://sherifitts.com/introducing-voila-1/) - Participants in Voila will have expert help developing new marketing strategy techniques. Sheri Fitts and Ann Schleck will pair up to provide cream-of-the-crop advice for marketing financial services. - [(K)onvergence Summit Appoints ShoeFitts Marketing to Manage Social Networking](https://sherifitts.com/konvergence-summit-appoints-shoefitts-marketing-to-manage-social-networking-1/) - Social media to support the (K)onvergence Summit outreach efforts. Portland, OR June 12, 2013 Today, the (K)onvergence Summit appointed ShoeFitts Marketing manager of Social Media for the first-ever (K)onvergence Summit that will take place June 17 and 18, 2013 in New York City, NY. The program of this first edition of the (K)onvergence Summit will - [ShoeFitts Marketing Presents Social Media Series for Retirement Wholesalers](https://sherifitts.com/shoefitts-marketing-presents-social-media-series-for-retirement-wholesalers-1/) - “Harnessing the Power of Social Media – for Wholesalers” is a three-part series that will give wholesalers what they need to jump into the social media world. Portland, OR September 11, 2013 ShoeFitts Marketing announces a webinar series designed to give retirement plan wholesalers a new way to access and interact with their advisor prospects. - [Sheri Fitts Stresses Social Media Etiquette for Retirement Plan Professionals](https://sherifitts.com/sheri-fitts-stresses-social-media-etiquette-for-retirement-plan-professionals-1/) - Well-crafted social media and marketing messages need courtesy and manners to avoid common decorum errors and the wrath of Nana. Portland, OR October 30, 2013 Marketing and social media strategist Sheri Fitts is following in her Nana’s footsteps by stressing the value of proper correspondence etiquette and values in today’s competitive retirement plan industry. “We - [401kWire Names Sheri Fitts to 100 Most Influential People List](https://sherifitts.com/401kwire-names-sheri-fitts-to-100-most-influential-people-list-1/) - Expertise from a 20-plus-year career in defined contribution market brings ShoeFitts Marketing President Sheri Fitts accolades from retirement plan industry members. Portland, OR December 23, 2013 ShoeFitts Marketing President Sheri Fitts is one of the 100 Most Influential People in the Defined Contribution Industry according to the recently released annual 401kWire.com survey. “I’m extremely honored - [Three Easy Tips to Elevate Your LinkedIn Usage in 2014](https://sherifitts.com/three-easy-tips-to-elevate-your-linkedin-usage-in-2014-1/) - ShoeFitts Marketing President Sheri Fitts explains how LinkedIn can improve visibility, strengthen client and competitor knowledge, and provide strategic business opportunities and connections. Portland, OR December 23, 2013 With the year quickly drawing to a close, now is the ideal time for retirement plan professionals to improve their LinkedIn profile and make better use of - [Sheri Fitts Presents DCIO Marketing and Branding Strategies at Financial Research Associates’ Conference](https://sherifitts.com/sheri-fitts-presents-dcio-marketing-and-branding-strategies-at-financial-research-associates-conference-1/) - At the Financial Research Associates’ presentation, Ms. Fitts speaks specifically to DCIO professionals about generating brand awareness in a competitive marketplace, sourcing ideas from target audiences and clients, and evolving marketing plans. Boston, MA January 07, 2014 Generating brand awareness using time-effective methods and active client sourcing are key highlights of the presentation by Sheri - [ShoeFitts Marketing Finds Super Bowl Ads Illustrate Key Marketing Strategies and Lessons for Financial Advisors](https://sherifitts.com/shoefitts-marketing-finds-super-bowl-ads-illustrate-key-marketing-strategies-and-lessons-for-financial-advisors-1/) - Financial Advisors should understand why some Super Bowl commercials were immediate hits and others completely missed the mark or were poorly timed. By using this knowledge they can apply the lessons to their own financial services business development and marketing strategies. Portland, OR February 05, 2014 The 2014 Super Bowl game may not have - [ShoeFitts Marketing Updates Trinity Advisor Group Website with Client Value and Personal Branding](https://sherifitts.com/shoefitts-marketing-updates-trinity-advisor-group-website-with-client-value-and-personal-branding-1/) - ShoeFitts Marketing helps financial advisors go beyond bare-bones and antiquated websites to become competitive in today’s retirement plan marketplace. Portland, OR (PRWEB) April 01, 2014 Embracing a client-centric and service-oriented approach with a touch of a Celtic heritage is the focus of the recently launched Trinity Advisors Group website created by ShoeFitts Marketing. Trinity - [Access 5 Powerful Features of LinkedIn Groups](https://sherifitts.com/access-5-powerful-features-of-linkedin-groups-1/) - ShoeFitts Marketing explains how to harness and optimize the networking capabilities of LinkedIn Groups. Portland, OR (PRWEB) April 01, 2014 Retirement plan professionals looking to understand and better utilize the networking prowess of LinkedIn need to harness Groups, according to Sheri Fitts, president of ShoeFitts Marketing. “The LinkedIn Groups tool can help advisors become - [Marketing Strategies for Financial Planners Must Encompass Relevant Internet and Social Media Solutions](https://sherifitts.com/marketing-strategies-for-financial-planners-must-encompass-relevant-internet-and-social-media-solutions-1/) - Financial planners must retool their internet and social media strategies to keep pace with today’s technology-centric business environment, according to Sheri Fitts, ShoeFitts Marketing president and celebrated global speaker who will explain the necessity for this strategy and implementation ideas at her upcoming presentation, Networking 2.0: Build Credibility, Develop Relationships and Create Opportunities. Portland, Oregon - [Sheri Fitts Offers Super Power Branding Tips at Money Quotient Retreat](https://sherifitts.com/sheri-fitts-offers-super-power-branding-tips-at-money-quotient-retreat/) - ShoeFitts Marketing president and celebrated global speaker Sheri Fitts will decode the secrets to creating an emotionally relevant brand for financial life planners at the Money Quotient Retreat in September. Portland, Oregon (PRWEB) May 27, 2014 Emotionally relevant branding can improve client relationships and energize business practices beyond the ho-hum, according to Sheri Fitts, ShoeFitts - [Don't Be a Social Media Fool](https://sherifitts.com/social-media-compliance/) - In this updated version of this classic strategy game, financial advisors seek to dominate the world of social media. Navigating through FINRA guidance, they pass through the potentially treacherous territory of creating Facebook pages, learn how to create status updates designed to win the favor of compliance departments and avoid the pitfalls of accepting or - [Advisor Website Check-up](https://sherifitts.com/advisor-website-check-up/) - Originally posted on 401khelpcenter.com When was the last time you lifted the hood on your website? As recently as just a few years ago, advisors were able to get by with a very minimalist website with a logo, a bio, a photo and perhaps a map to your office. For many, that kind of simple - [The World Needs More Storytellers](https://sherifitts.com/the-world-needs-more-storytellers/) - Sheri Fitts believes the world needs more storytellers, especially in marketing financial services. She explains how storytelling activates far more of the brain than standard marketing copy. - [Planning on Purpose: New Year’s Reflections](https://sherifitts.com/planning-on-purpose-new-years-reflections/) - Financial services business development expert and motivational key note speaker Sheri Fitts examines lessons learned from her first year in business running ShoeFitts Marketing. - [Social Graces](https://sherifitts.com/social-graces/) - Sheri Fitts, a guru in financial advisor marketing strategy, reflects on how common courtesy can go a long way in digital interactions. Click through for her tips on digital marketing etiquette for financial advisors. - [#HashTags: So Much More Than a Pound Sign](https://sherifitts.com/hashtags-so-much-more-than-a-pound-sign/) - Hashtags are now a must-know tool for those who hope to make a splash on social media. Financial advisor marketing expert Sheri Fitts on how to use hashtags effectively. - [Social Media Policy: Getting Clear on the Rules ](https://sherifitts.com/social-media-policy-getting-clear-on-the-rules/) - For those in financial services, online marketing has its own special set of potential booby traps. Ensure your firm's social media posts are in compliance with federal regulations--set clear, effective social media policies. - [The Internet: An Unbreakable Must-Do](https://sherifitts.com/the-internet-an-unbreakable-must-do/) - Sheri Fitts on why financial advisors should follow the Nike motto and "Just Do It!" when it comes to getting started with social media marketing. - [Digital Trends for 2014](https://sherifitts.com/digital-trends-for-2014/) - Financial services marketing guru Sheri Fitts on how to target content to the right audience. With the modern tendency for overload, it's crucial to know your audience & target with precision. - [Marketing: What the other guy is doing while you’re being too busy.](https://sherifitts.com/marketing-what-the-other-guy-is-doing-while-youre-being-too-busy/) - Email newsletters are a key ingredient when marketing a financial services business. In this post, keynote speaker Sheri Fitts discusses why email marketing is important, and gives a few tips on how to get started. - [First Impressions are Lasting Impressions](https://sherifitts.com/first-impressions-are-lasting-impressions/) - Our opinions of a company or a person are formed in that introductory split second. That impression—positive or negative—shades our experiences and actions going forward. But when we define these initial perceptions, as seen through our [metaphorical] lens, as fact, they can be difficult to reframe; it’s challenging to entertain alternate viewpoints. When our own prospects, clients, colleagues, or communities’ view us through a skewed lens, we may never have the opportunity to shift the perception of who we are and the value we bring. - [Super Bowl Ads Provide Marketing Fodder](https://sherifitts.com/super-bowl-ads-provide-marketing-fodder/) - Funny how entire marketing lessons can be encapsulated in the Superbowl ads. Sheri Fitts, financial advisor marketing expert, on marketing takeaways from the 2014 Superbowl. - [LinkedIn Expands Features and Analytics](https://sherifitts.com/linkedin-expands-features-and-analytics/) - LinkedIn is a powerful tool of business development for financial services firms. Sheri Fitts, financial marketing services keynote motivational speaker, lists the LinkedIn updates and analytics additions every financial advisor should know. - [What Did You Learn Today?](https://sherifitts.com/what-did-you-learn-today/) - Sheri Fitts, financial services marketing expert, gives Examples of marketing tactics for LinkedIn. If you're looking for financial services content strategy, LinkedIn is a great place to share your expertise and grow you business. - [Social Media Gone Bad: Have a Plan](https://sherifitts.com/social-media-gone-bad-have-a-plan/) - Expert on Social media/financial advisor marketing Sheri Fitts points out what Buffer did right in the face of a recent social media disaster. Click through to learn how your financial services firm can prepare for and respond to Internet disasters. - [Editorial Calendars: Three Ways to Organize Your Social Activity](https://sherifitts.com/editorial-calendars-three-ways-to-organize-your-social-activity/) - Sheri Fitts, expert on digital marketing in financial services, explains how creating an editorial calendar can help financial firms build an audience. - [LinkedIn: Three Tips to Elevate Your Efforts in 2014](https://sherifitts.com/linkedin-three-tips-to-elevate-your-efforts-in-2014/) - Learn about marketing for financial advisors, including financial advisor compliance. Social media must be updated from time to time, and this post will help you add pizazz to your LinkedIn profile. - [5 Steps for Accessing the Power of LinkedIn Groups](https://sherifitts.com/5-steps-for-accessing-the-power-of-linkedin-groups/) - Convention keynote speaker Sheri Fitts on why LinkedIn Groups are an important part of any advisor's financial marketing plan. Tactics for taking advantage of Groups are also included. - [Three Stars for the SEC! (Guideline Allows Advisors to Share Third-Party Commentary)](https://sherifitts.com/three-stars-for-the-sec-guideline-allows-advisors-to-share-third-party-commentary/) - For those who follow financial advisor compliance, social media review sites' inlusion on the SEC's list of acceptable online marketing services is a blessing. Learn must-know information on how to use Yelp and other review sites to get the word out about your firm. - [My Dog, My Reality Check ](https://sherifitts.com/my-dog-my-reality-check/) - Business keynote speaker Sheri Fitts on how walks with her big, shaggy dog reminds her of good considerations when working with financial planning clients. Includes reflection on earning client buy-in for business changes. - [ShoeFitts Marketing and Smarsh Launch Social Media Webinars for Financial Plan Advisors](https://sherifitts.com/shoefitts-marketing-and-smarsh-launch-social-media-webinars-for-financial-plan-advisors/) - Members of the financial services industry can obtain social media know-how for today’s integrated marketplace with a new webinar series hosted by ShoeFitts president Sheri Fitts, partnering with Smarsh, a leading provider of electronic communications archiving and compliance solutions. Portland, Oregon (PRWEB) June 3, 2014 Navigating the complexities and nuances of social media in the - [Sometimes You Just Have to Make the Donuts](https://sherifitts.com/sometimes-you-just-have-to-make-the-donuts/) - Building up your client base isn't just about being there. You're not just selling a service, but selling a relationship. What do you do to build loyalty, trust and a strong bond with your clients? Retirement plan marketing keynote speaker Sheri Fitts on why going the extra mile makes all the difference. - [A Dog's View](https://sherifitts.com/a-dogs-view/) - At the recent National Speaker’s Association annual conference I was wowed by fabulous speakers, wonderful conversations, and useful tidbits I plan to incorporate into ShoeFitts Marketing and my speaking gigs. The event even included a great evening of dancing, which of course provided me with an excuse to wear my cowboy boots! I’ll share a - [Your KLT Factor: Social Media and Likeability is about Giving, Not Getting!](https://sherifitts.com/social-media-is-about-giving-not-getting/) - With many aspects of marketing you ask yourself “what is my ROI?” Just as with other key business decisions, you weigh your time, effort, and investment against potential gains. However, there are always exceptions. One big rule-breaker is social media, where the objective is nearly all about the give. Indeed, My Golden Rule for Social - [ShoeFitts eBook Helps Financial Services Industry Harness the Power of Social Media](https://sherifitts.com/shoefitts-ebook-helps-financial-services-industry-harness-the-power-of-social-media/) - The “100 Tips for Social Media Success” by ShoeFitts Marketing president Sheri Fitts brings a comprehensive social media game plan to professionals in the financial services marketplace with easy-to-follow instructions in an engaging and colorful format. Portland, Oregon (PRWEB) July 29, 2014 Renowned social media expert and ShoeFitts Marketing president Sheri Fitts has released a - [Explain Complex Retirement Plan Material With Infographics ](https://sherifitts.com/explain-complex-retirement-plan-material-with-infographics/) - ShoeFitts Marketing shows retirement plan professionals how to clarify complex information and engage clients and prospects by tapping into the power of visual imagery with a new infographic. Portland, Oregon (PRWEB) July 30, 2014 Professionals in the financial services marketplace should turn to more visuals, particularly infographics, when communicating complex material to their clients or - [ShoeFitts Marketing Creates Social Media Rollout Best Practices Guide for Financial Services Firms](https://sherifitts.com/shoefitts-marketing-creates-social-media-rollout-best-practices-guide-for-financial-services-firms/) - Portland, Oregon -- September 12, 2014 -- ShoeFitts Marketing shows financial services firms how to develop a social media policy with comprehensive steps and strategies in the newly released Best Practices for Financial Services Firms: Rolling Out a Social Media Policy white paper. “Despite today’s overwhelming demand for social media connectivity, many firms and broker - [ShoeFitts Announces Digital Marketing Program for Retirement Plan Advisors](https://sherifitts.com/shoefitts-announces-digital-marketing-program-for-retirement-plan-advisors/) - Portland, Oregon -- October 1, 2014 -- ShoeFitts Marketing announces the January 2015 launch of a much-anticipated ready-to-go digital marketing program for retirement plan advisors. Aptly called Ready, Set, Sell, the program provides advisors with both the content and technical know-how to implement consistent retirement plan marketing each and every month. “We know marketing and - [Just Push Send](https://sherifitts.com/just-push-send/) - Inspirational keynote speaker Sheri Fitts shares a story of fearlessly pursuing one's dreams no matter what others may think--a must-have ingredient in all marketing strategies for developing a business. - [Sheri Fitts Nominated to 401kwire.com's 2013 list of the "100 Most Influential People in Defined Contribution"](https://sherifitts.com/shoefitts-celebrates-the-nomination-of-founder-president-and-creatif-extraordinaire-sheri-fitts-to-401kwire-coms-2013-list-of-the-100-most-influential-people-in-defined-contrubition/) - Developing a marketing strategy for your financial services company? Look no further. Sheri Fitts has been added to the 2013 list of the 100 most influential people in the defined contribution field. - [Choices: Courage or Commonplace?](https://sherifitts.com/choices-courage-or-commonplace/) - Business keynote speaker on developing a bold voice for your business. - [Generation D](https://sherifitts.com/generation-d/) - Financial Services Marketing expert on social media & Generation D - [What My Nana Taught Me About Social Media](https://sherifitts.com/what-my-nana-taught-me-about-social-media/) - Financial services key note speaker on why politeness matters in marketing. - [Every Step You Take… Makes a Difference](https://sherifitts.com/every-step-you-take-makes-a-difference/) - Financial marketers give back with Steps for Success. - [Views from the Summit: Start With Why; Start With a Story](https://sherifitts.com/views-from-the-summit-start-with-why-start-with-a-story/) - Professional public speaker on engaging with story - [It’s Always the Season of Giving: 5 Ideas for Inbound Marketing](https://sherifitts.com/its-always-the-season-of-giving-5-ideas-for-inbound-marketing/) - Why financial advisors should focus on inbound marketing. - [Begin at the Beginning](https://sherifitts.com/begin-at-the-beginning/) - Financial Advisor Marketing, Starting social media - [Social Media and High Net Worth Investors](https://sherifitts.com/social-media-and-high-net-worth-investors/) - Financial planning marketing, High net worth investors & social media - [Guidance on Engaging with Social Media’s ‘Big Five’](https://sherifitts.com/guidance-on-engaging-with-social-medias-big-five/) - NAPA members, Free download of Thumbnomics, social media guide - [Using Google Alerts](https://sherifitts.com/using-google-alerts/) - Boot Camp Marketing tips, Using Google Alerts ## Pages - [Home](https://sherifitts.com/) - Sheri Fitts, is a compelling public speaker and financial services marketing, sales and brand expert on a mission to amplify the heart of financial services - [DigitalEQ](https://sherifitts.com/digitaleq/) - digitalEQ ® The future of client engagement digitalEQ®, the understanding and application of emotional intelligence (EQ) in the digital space, helps financial professionals connect with clients on a deeper, more empathetic level. In an increasingly digital world, where personal interactions are often mediated by technology, mastering digitalEQ® is essential. It enables financial professionals to build - [Sway Collective](https://sherifitts.com/sway-collective/) - The SWAY Collective You’ve been blazing all along. The industry just saw smoke. And kept walking. You do the deep work. The kind that changes how a person sees their whole life, not just their portfolio. And still, in a sea of sameness, the fire goes unseen. You are not too much. Not too quiet. - [SWAY+SIGNAL: THE TRUST TRANSITION](https://sherifitts.com/thetrusttransition/) - sway + SIGNAL 2026 The TrustTransition Seven Signals Reshaping Financial Services Trust is shifting. It is moving from institutions to individuals, from knowledge to connection. This is the report on what that means, and what to do about it. Download and read the report Watch the LinkedIn Live series This report started the way most - [SWAY](https://sherifitts.com/sway/) - Stand out. Make an impact. Your purpose. Your vision. Your personal brand. These defining elements not only distinguish you but also foster connections, build influence, and cultivate trust. In the financial services industry, where trust is both essential and hard-earned, these skills are often overlooked. SWAY is the only program in the financial services industry - [Connect](https://sherifitts.com/connect/) - Let's Talk We would love to hear from you. Complete the form below, give us a call, or book a 25 minute consultation. Let’s start talking about how Sheri can help you and your business be Unforgettable. First Name Last Name Email Phone Number Company Business Type Select Business TypeAdvisorEvent ManagersBroker Dealer (Home Office)DCIO/Investment Only - [Sway the podcast](https://sherifitts.com/sway-podcast/) - COMING SOON SWAY the Podcast Join us for insightful conversations with industry experts and successful entrepreneurs who share their experiences, tips, and practical advice on mastering personal branding and thought leadership. Gain actionable insights to help you define your voice and be an impactful thought leader. SUBSCRIBE ON ITUNES Women Rocking Wallstreet Archive 092: Championing - [Speaker](https://sherifitts.com/speaker/) - Dynamic Events Unforgettable impact Sales teams, marketers, and business owners seek fresh ways to stand out authentically and stay relevant—we all do. Sheri’s speaking sessions deliver actionable tools, frameworks, and insights you can implement day one to achieve marketing and sales success. She redefines approaches to referrals, talent attraction, and driving sales and retention goals. - [Latest Thinking](https://sherifitts.com/latest-thinking/) - Latest thinking Subscribe to receive Sheri’s latest thinking. Name This field is for validation purposes and should be left unchanged. Name First Last Email Join the hive Blog All Stop. Breathe. Then, take the shot. June 23, 2026 Like many people, I was fixated on the final rounds of the NBA championship. Especially the free - [Privacy Policy](https://sherifitts.com/privacy-policy/) - Protecting your privacy is our priority. This page explains how the personal information we collect through this website will be treated. ## Podcasts - [068: Hustle and Hard Work](https://sherifitts.com/podcasts/068-hustle-and-hard-work/) - Episode 68: Hustle and Hard Work Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences - [069: It’s Not the End of the Road](https://sherifitts.com/podcasts/069-its-not-the-end-of-the-road/) - Episode 69: It's Not the End of the Road Guest: Rachel Carpenter On this episode we have the founder and CEO of Intrinio, Rachel Carpenter. Intrinio is a disruptive, self-serve financial data marketplace launched in 2015 for investors, entrepreneurs, developers and students. Their data feeds power spreadsheets, quant models, fintech apps, website, and enterprise applications. - [070: Debugging Meritocracy](https://sherifitts.com/podcasts/070-debugging-meritocracy/) - Episode 70: Debugging Meritocracy Guest: Lori Mackenzie On this episode, we’re talking about research with Lori Mackenzie. Lori is the Executive Director of Stanford University’s Clayman Institute for Gender Research as well as the Co-Founder of the new Stanford VMware Women’s Leadership Innovation Lab. She advises diversity and inclusion efforts at the Stanford Graduate School - [071: Finance, Fashion and Feminism](https://sherifitts.com/podcasts/071-finance-fashion-and-feminism/) - Episode 71: Finance, Fashion and Feminism Guest: Charlene Quaresma Although she’s a financial planner, she’s not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she’d land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting - [0:72 Moving the Industry, One Action at a Time](https://sherifitts.com/podcasts/072-moving-the-industry-one-action-at-a-time/) - Episode 72: Moving the Industry, One Action at a Time Guest: Michael Kitces A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated - [0:73 Money Girl’s, Money Moves](https://sherifitts.com/podcasts/073-money-girls-money-moves/) - iframe style="border: none" src="//html5-player.libsyn.com/embed/episode/id/9438809/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/ee0980/" height="90" width="100%" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen> Episode 73: Money Girl’s, Money Moves Guest: Laura Adams Laura Adams is a nationally recognized personal finance expert. She’s the author of many books and audiobooks, including Money Girl’s Smart Moves to Grow Rich a fun, comprehensive guide to personal finance. This book - [074: In It For the Long Game](https://sherifitts.com/podcasts/074-in-it-for-the-long-game/) - Episode 74: In It For the Long Game Guest: Lindsay Holden This weeks guest is the CEO & co-founder of Long Game, a personal finance app that encourages users to save money while winning cash prizes. Users of Long Game can win from 10 cents to one million dollars. A million dollars?! In her interview, - [075: To Bee or Not to Bee](https://sherifitts.com/podcasts/075-to-bee-or-not-to-bee/) - Episode 75: To Bee or Not to Bee Guest: Dr. Melissa Briggs-Phillips The Queen Bee Syndrome. To some, this means Beyonce. To others, the leader of the group. Hear Dr. Melissa Briggs-Phillips hit on what it is and how it impacts women today. Melissa explains why she dislikes the word “syndrome” and her reasoning. She - [076: Seeds of Independence](https://sherifitts.com/podcasts/076-seeds-of-independence/) - Episode 76: Seeds of Independence Guest: Alice Tang Becoming financially independent is no easy feat. And getting to a point in your career where you can advise those on being financially independent is truly an adventure. Listen in to hear how Alice Tang, the Vice President of BPG Wealth Management LLC, has endured through all. - [077: The Lawyer Who Rocks](https://sherifitts.com/podcasts/077-the-lawyer-who-rocks/) - Episode 77: The Lawyer Who Rocks Guest: Joleen Hughes The Lawyer Who Rocks! Seriously, though. Joleen Hughes rocks and is the CEO and Founder of Hughes Media Law Group, a law firm that provides in-house counsel services to clients who are innovators in business. Did Joleen dream of being a lawyer? Absolutely not. In fact, - [078: Culture and Balance](https://sherifitts.com/podcasts/078-culture-and-balance/) - Episode 78: Culture and Balance Guest: Janelle Woodward The Head of Fixed Income at BMO. Janelle Woodward is responsible for fixed income capabilities across BMO Global Asset Management's $250B platform. This position, this responsibility… it’s a rarity as a woman in today’s day. In fact, Janelle was raised in a home with the belief that - [079: Work and Meaning](https://sherifitts.com/podcasts/079-work-and-meaning/) - Episode 79: Work and Meaning Guest: Andree Simon Andrée Simon is truly making a difference in the world. As CEO & President of FINCA Impact Finance (FIF), she leads a global network of microfinance banks and institutions. FIF’s network of community-based banks offer responsible and affordable loan and saving products to more than two million people across - [080: Inclusion and Belonging](https://sherifitts.com/podcasts/080-inclusion-and-belonging/) - Episode 80: Inclusion and Belonging Guest: Katee Van Horn Diversity and inclusion. To create a space in your business that ensures that diversity and inclusion are part of the solution. As the CEO of Bar the Door Consulting, Katee Van Horn does just that. She focuses on what businesses can do to change, improve, and - [081: Power. Focus. Intention.](https://sherifitts.com/podcasts/081-power-focus-intention/) - Episode 81: Power. Focus. Intention. Guest: Carla Harris Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people’s perception of you is the co-pilot to your reality and success. Carla believes - [082: Financially Fierce with Veronica Dagher](https://sherifitts.com/podcasts/082-financially-fierce-with-veronica-dagher/) - Episode 82: Financially Fierce with Veronica Dagher If you know me, you know how important financial independence is. As a woman, you have to be. Never depend on anyone...ever. This week’s guest, Veronica Dagher, is an award-winning Senior Wealth Management and Personal Finance Reporter for The Wall Street Journal. When she lost her father, she - [083: Changing the Language of Wealth with Chloe B. Mckenzie](https://sherifitts.com/podcasts/083-changing-the-language-of-wealth-with-chloe-b-mckenzie/) - Episode 83: Changing the Language of Wealth with Chloe B. Mckenzie Chloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview. She’s a brilliant and resilient woman who coined the term “wealth justice”. Her mission is to close the wealth gap for black women and create a curriculum that delivers - [084: Clapping Back with Elijah Lawal](https://sherifitts.com/podcasts/084-clapping-back-with-elijah-lawal/) - Episode 84: Clapping Back with Elijah Lawal This week’s guest is passionate about debunking stereotypes. At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he’s a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. - [085: One Girl at a Time with Seema Hingorani](https://sherifitts.com/podcasts/085-one-girl-at-a-time-with-seema-hingorani/) - Episode 85: One Girl at a Time with Seema Hingorani This one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign and is an - [086: Speaking Out with Alex Chalekian](https://sherifitts.com/podcasts/086-speaking-out-with-alex-chalekian/) - Episode 86: Speaking Out with Alex Chalekian Our special guest is Alex Chalekian, founder and CEO of Lake Avenue Financial and ally and believer in women. In his words, “it’s important for women to have a voice in this industry and to be able to do the things that they should be able to do!” - [087: Ageless FinTech with Lisa Moyle](https://sherifitts.com/podcasts/087-ageless-fintech-with-lisa-moyle/) - Episode 87: Ageless FinTech with Lisa Moyle Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of - [088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn](https://sherifitts.com/podcasts/088-speak-up-step-up-make-it-happen-with-minda-harts-and-christine-brown-quinn/) - Episode 88: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn This episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice! Minda is the CEO of The Memo LLC, a career development platform for women of color. She’s also the best-selling author of, “The Memo: - [089: Women, Movies, and Media with Madeline Di Nonno](https://sherifitts.com/podcasts/089-women-movies-and-media-with-madeline-di-nonno/) - Episode 89: Women, Movies, and Media with Madeline Di Nonno This guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they’re encouraging television and other media to infuse intersectionality, diversity and inclusion in their content. Founded in 2004 by Academy Award - [090: Conversation and Care with Dr. Joy Lere](https://sherifitts.com/podcasts/090-conversation-and-care-with-dr-joy-lere/) - Episode 90: Conversation and Care with Dr. Joy Lere Our special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, - [091: New Thoughts about Negotiating with Mori Taheripour](https://sherifitts.com/podcasts/091-new-thoughts-about-negotiating-with-mori-taheripour/) - Episode 91: New Thoughts about Negotiating with Mori Taheripour In this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the Wharton School of the University of Pennsylvania. She’s also the author of Bring Yourself: How to Harness the Power of Connection to - [092: Championing Cybersecurity with Rachel Wilson](https://sherifitts.com/podcasts/092-championing-cybersecurity-with-rachel-wilson/) - Episode 92: Championing Cybersecurity with Rachel Wilson While cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution. Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson. After her ## Categories - [Uncategorized](https://sherifitts.com/category/uncategorized/) - [Blog](https://sherifitts.com/category/blog/) - [Content](https://sherifitts.com/category/content/) - [Financial Advisor Compliance](https://sherifitts.com/category/financial-advisor-compliance/) - [Financial Advisor Social Media](https://sherifitts.com/category/financial-advisor-social-media-2/) - [Financial Services Marketing Tips](https://sherifitts.com/category/financial-services-marketing-tips/) - [Storytelling in Financial Services](https://sherifitts.com/category/storytelling-in-financial-services/) - [Events & News](https://sherifitts.com/category/events-news/) - [Leadership](https://sherifitts.com/category/leadership/) - [News & PR](https://sherifitts.com/category/news-blah/) - [Social Selling](https://sherifitts.com/category/social-selling/) - [Digital Institute](https://sherifitts.com/category/digital-institute/) - [Branding](https://sherifitts.com/category/branding/) - [Customer Experience](https://sherifitts.com/category/blog/customer-experience/) - 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