There’s a faster way to acquire more clients and establish yourself as a go-to authority in financial services.

Operation: Amplify | A thought leadership master class for financial professionals.

The dates of the next 3 day event will be announced soon.

Learn how to be a sought-after thought leader  and have a steady stream of clients asking to work with YOU.

This 3-day in-person masterclass is designed for established financial service professionals who want to up-level their business without wasting their time and money on outdated strategies or grappling with compliance issues. 

Ready to amplify your influence and skyrocket your financial service business?

Register Now

You can create trust and drive people to seek out working with you…through thought leadership. When you show up as a thought leader, you will:

  • Have prospects seeking YOU out so you can focus on satisfaction and client retention — the true pillars of profitability.
  • Grow your revenue with “stickier” relationships that allow you to more easily CROSS-SELL your services.
  • Automate your outreach without compromising compliance or losing the EMOTIONAL connection.
  • Deepen client loyalty so your REFERRALS can materialize on autopilot.
  • Remove friction from the sales process so you spend less time breaking down resistance barriers and more time having AUTHENTIC conversations that matter.
  • Develop a compliance-friendly marketing approach that CONVERTS clients.

At Operation: Amplify, you will, 

  1. Develop ways to connect with your client in terms that transcend money. Emotions are at the root of all decisions and together we’ll craft your value proposition and positioning statement so that it touches their hearts and minds, instead of just their wallets.
  2. Design a customer journey that enables you to meet both the financial and emotional needs of your clients and prospects. Making a strong first impression and having a clear vision of how you want to be perceived is the key to being remembered.
  3. Dive into your mindset and analyze how you express yourself in both the written and spoken word. Raising your level of awareness in your marketing creates powerful and lasting connections from your very first encounter — whether it’s face-to-face or digital.
  4. Discover the power of digitalEQ™, my proprietary insight on digital emotional intelligence that will catapult you above the competition. Highlighting our feelings and not just our smarts is the fastest way to endear yourself to new leads. 

This masterclass will amplify your impact you even if:

  • You don’t currently have an online following
  • You’re concerned about having to deal with compliance
  • You don’t know where to start when establishing yourself as a thought leader

If you are ready to be seen as an influencer in the financial industry, and take your business to new heights, then Operation: Amplify is for you. 

Hear from a client who attended earlier this year:  

Operation: Amplify exceeded my expectations! I wanted to use a thought leadership platform to progress my business to the next level. And this master class offered all the tools. From discussing the neuroscience of the entrepreneurial mind, to content building and devising my own strategic plan, the three days with Sheri provided a solid foundation.

Right from the start Sheri relates and cares for her students. She transfers the material in bite-sized quantities that are digestible and reflective. We are left with our action plan that is doable and exciting! Sheri is a master in her field of expertise, and she enthusiastically helps bring out the expertise in others.

Give yourself the gift to amplify your message by joining her next class.”

Operation: Amplify is designed for CPAs, TPAs, Financial Advisors, CFPs and other leaders in the financial industry who are ready to amplify their impact online and create a steady stream of leads on autopilot. 

Ready to amplify your impact?

Register Now

Of course, you have some options.

You can always wait for the next round of Operation: Amplify…

or figure out how to implement thought leadership on your own…

You are definitely capable of doing this! But—

  • You risk wasting a lot of time and money on the wrong tactics
  • You’ll be piecing together a strategy…without the power of digitalEQ™
  • You’ll be missing out on months of higher revenue from business acceleration

Or, you can attend this 3-day immersive event, and walk away with:

  • Your Personal Brand locked in: Get absolute clarity on your brand and positioning and create a radically relevant and resonant brand for your business that gets you seen and heard.
  • Your role as an A.N.G.E.L. advisor embraced: You’ll be armed with secret strategies on how to share your Authentic voice, take Notice of client needs, Give value, Evolve your expertise, and Love
  • A chance to learn from, and network with, other driven industry professionals in a high-energy and FUN classroom setting where you can test drive your ideas in a safe and collaborative environment.
  • Solid 90-day Plan: Your unique leadership blueprint and timeline with bite-sized action steps.
  • Commitment to yourself: You’ll have all the insight and tools you need for sustainable action and plan for long-lasting success.
  • Personal attention from Sheri, including “hot seats” and coaching
  • Confidence with all the tech
  • Workbook to help you retain and implement all the strategies and information gleaned
  • Virtual meet-and-greet prior to the event so you start with your best foot forward, ready to play full-out.

Hello there, I’m Sheri, 

I specialize in helping you harness the power of emotional connection to create more trust in your client relationships and making your engagements more meaningful to your businesses, and more impactful to your bottom line.

My 30+ years of expertise in the retirement plan and wealth management industries, has given me special insight into what drives client behavior and sales.

My latest industry innovation, digitalEQ™ (Digital Emotional Intelligence), will show you how to be unforgettable with thought leadership, branding, marketing, presentations and more.

In 2016, I authored and published Deconstructing Digital: Simple Ways to Connect with Your Next-Generations Financial Clients, a guide for advisors to navigating the digital realm.

I’ve been an entrepreneur since age five, when I made and marketed my own rose-scented perfume door-to-door, and I’ve been leading the way in bringing feelings and emotions to financial services.

For a large part of my young life, and as a young single mom, I struggled with financial insecurity. When I became a graphic designer at an investment advisory firm in the 1990s I saw for the first time how the financial services industry can make a real difference in people’s lives. Since then, I have realized my life’s work is help financial service providers embrace the transformation that takes place when people work with a seasoned professional. What you do is life-changing and when you show up as a thought leader, you will help even MORE people. It’s time you owned that. 

And now I believe it’s time to harness the power of digital and emotional intelligence in your business. 

To take your business from stagnant to stellar growth, you need to out-love and out-care your competition. 

Amplify your business by registering for

Operation: Amplify

The dates of the next 3 day event will be announced soon.

Day 1: 9:00 am – 5:00 pm

Day 2: 9:00 am – 5:00 pm

Day 3: 9:00 am – 2:00 pm

My promise to you:

I realize that we live in a time of uncertainty, and investing in your business can feel risky—so I’m taking away the risk. If you attend all three days of this masterclass and play full-out, doing all the work we will plan together and put it into action… and you feel that it’s not worth the investment you made in this masterclass, I will refund your money in full.  You literally have nothing to lose (and no more excuses to play small).