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!”
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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
- @RosaChalekian @hahnwines @AlexChalekian I support this approach. It simplifies everything. about 2 days ago from Twitter for iPhone in reply to RosaChalekian
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!
(K)onvergence Summit Appoints ShoeFitts Marketing to Manage Social Networking
/in Events & News /by Sheri FittsSocial 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 […]
What Did You Learn Today?
/in Blog, Financial Advisor Social Media /by Sheri FittsI just wrapped up a call with an advisor located in Littleton Colorado; we had a wonderful conversation. I learned a bit about his business, his family, and he shared an amazing entrepreneurial story about his brother. (Learn more at: Salute American Vodka.) How did the phone call come about? LinkedIn. Yes, we met via […]
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 […]