rock sales & marketing | build bolder brands | create meaningful connections | BE UNFORGETTABLE
“You knocked it out of the park this morning!
I loved your information-rich, approachable,
fresh presentation.”
“It couldn’t have been the same event without you.”
“You packed a huge amount of thought-provoking,
relevant information and into a one-hour presentation.
You kept the audience hanging on your every word.
You’re the one who is unforgettable!”
“Your session ranked as one of the
highest for our whole conference!
The feedback has be fantastic.
Thank you!”
Financial industry influencer. Author. Podcast host. A creative force in financial services marketing. Sought-after marketing and digital marketing keynote speaker and trainer.
With 25+ years in the financial services industry, Sheri is an expert in leveraging marketing, branding and a fine-tuned digital strategy to help financial professionals attract the right clients, increase revenue, retain relationships, and navigate the online world – even in the world of regulation and compliance.
Sheri’s spoken to audiences large and small with clients including Charles Schwab, Morgan Stanley, Cetera, Nationwide and more.
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@missfitts
- Witnessing kindness inspires kindness. #RandomActsofKindnessWeek https://t.co/modBKQfLr4💖-make-kindness-part-of-you… https://t.co/xLcdxatAMh about 2 days ago from Twitter Web Client
Speaking & Events
Sheri speaks to audiences throughout the financial services industry, including Ameriprise, LPL Financial, Commonwealth, Schwab Impact and more. She’ll help you create an unforgettable experience for your next event!
Introducing Voila
/in Events & News /by Sheri FittsAnn Schleck & Co and ShoeFitts Marketing have teamed up to offer Voilá, an innovative marketing and branding program for retirement plan advisors. The first full-day workshop will kick off in Boston, MA on July 23, 2013 and is designed to provide a hands-on opportunity to improve each advisor’s brand and provide new marketing collateral […]
ShoeFitts Marketing Recommends Cybersleuthing for Advisors Sales and Fact-finding Efforts
/in Events & News /by Sheri FittsThe 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 […]
Cybersleuthing for Sales Success
/in Events & News /by Sheri FittsOver past few months, I’ve been hit with identity fraud issues through my bank account. Several weeks ago, I headed to the bank branch where my account was originally established. Within 24 hours, they had ironed out 75% of my issues—and had my balance resolved by Friday afternoon. They took a horrible experience and, through […]
Choices: Courage or Commonplace?
/in Blog /by Sheri FittsI was faced with a challenge: Which subject line would I use in that first ShoeFitts email communication? I had two options—was I over thinking things?—and needed to choose a direction. This was a newsletter announcement letter being sent to thousands of people. Let’s face it: It’s easy to offer up the expected. Or, I […]
Generation D
/in Blog /by Sheri FittsThe Digital Generation It has been unseasonably warm during the first few days of May here in Portland. This weekend we hit 80 degrees on both Saturday and Sunday. And, of course, weekend + sunshine = barbecue. My plan was to purchase a new grate replacement for our little Smokey Joe grill and call it […]
Don’t Be a Social Media Fool
/in Blog, Financial Advisor Social Media /by Sheri FittsIn 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 […]