digitalEQ™ | building trust: it’s not about artificial intelligence, it’s about emotional intelligence
“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!”
All business is personal. And digital is about people, not technology. Sheri Fitts, a financial services marketing, sales and brand guru, will radically transform the way you think about connecting with prospects and clients using virtual meetings and selling.
A compassionate technologist, Sheri is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence).
DigitalEQ is Sheri’s highly personalized approach to helping financial advisors, financial planners and industry leaders improve online and in-person meetings and presentations, drive engagement with clients and prospects, solidify retention, and grow revenue.
From Utah to the UK, she has shared her expertise as an enterprise-level marketer and small business owner with in-person and virtual audiences. She’s passionate about exploring new ways to help industry leaders broaden their sales reach and effectiveness through virtual and other digital media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine how their next presentation will attract best-fit clients and drive sales and retention goals — and why leading with the heart instead of the head is the best path to sustainability and growth.
Sheri’s spoken to audiences large and small with clients including Charles Schwab, Morgan Stanley, Cetera, Nationwide and more.
Let’s Connect
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@missfitts
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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 […]