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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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!
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 […]
What My Nana Taught Me About Social Media
/in Blog /by Sheri FittsMy Nana was a stickler for doing things right. And with Nana there was always a right way and a wrong way. (Nana = right, everyone else = wrong.) After the holidays, the four Fitts children were required to write thank you notes and zip them off to Nana and Grandad in Boise, Idaho. Most […]
Every Step You Take… Makes a Difference
/in Blog /by Sheri FittsLast year, the 401k Summit leadership offered the opportunity for early attendees to share their hearts and hands through participation in several Rebuilding Together worksites. Attendees worked on a range of projects, including retiling bathrooms, landscaping, insulating walls, painting, and installing new windows and cabinets. The response from the volunteers was overwhelming, and their efforts […]
Views from the Summit: Start With Why; Start With a Story
/in Blog /by Sheri FittsWe’ve all been to one — a presentation where the speaker has a great set of slides and is leading a highly effective and educational presentation. Unfortunately, he or she isn’t engaging the audience in any meaningful way. People move around in their seats and start checking their smartphones. They know they should be listening; […]
It’s Always the Season of Giving: 5 Ideas for Inbound Marketing
/in Blog /by Sheri FittsIn case you hadn’t noticed, the holiday season is over. Thankfully, you won’t be subjected to the continual playing of “The Santa Clause” on cable, Starbucks baristas wearing Santa hats or blow-up snowmen in your neighbors’ yards — at least for another 345 days or so.