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Sheri Fitts
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“You knocked it out of the park this morning!
I loved your information-rich, approachable,
fresh presentation.”

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“It couldn’t have been the same event without you.”

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“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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“Your session ranked as one of the
highest for our whole conference!
The feedback has be fantastic.
Thank you!”

rock sales & marketing | build bolder brands | create meaningful connections | BE UNFORGETTABLE

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.

Elephant in the Chat Room

December 28, 2012/in Blog, Financial Advisor Compliance, Financial Advisor Social Media /by Sheri Fitts

Every second, two new members join LinkedIn. Every minute, 72 hours of video is uploaded to YouTube. And 90% of people trust online recommendations from people they know. 1

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https://sherifitts.com/wp-content/uploads/2017/12/sheri-hdr-logo.png 0 0 Sheri Fitts https://sherifitts.com/wp-content/uploads/2017/12/sheri-hdr-logo.png Sheri Fitts2012-12-28 21:15:362015-11-30 11:09:24Elephant in the Chat Room

Begin at the Beginning

November 12, 2012/in Blog /by Sheri Fitts

When I am not traveling for work, mornings find me walking my dog, Aboo. We hike up to Mount Tabor Park in Portland, OR, an amazing urban landscape of huge trees and quiet trails. Near one of the park entrances, a rock wall is being installed.

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https://sherifitts.com/wp-content/uploads/2012/11/Begin-at-the-Beginning.jpg 282 425 Sheri Fitts https://sherifitts.com/wp-content/uploads/2017/12/sheri-hdr-logo.png Sheri Fitts2012-11-12 21:10:302012-11-12 21:10:30Begin at the Beginning

Social Media and High Net Worth Investors

October 26, 2012/in Blog /by Sheri Fitts

It’s evident that financial and retirement plan advisors are wary of the social media platform. Some of the leading reasons include the compliance issues involved, the time it takes to manage social media, and simply getting started. Yet, the way that we communicate, both personally and professionally, has been changed forever with the advent of […]

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https://sherifitts.com/wp-content/uploads/2012/10/LinkedIn-and-HighNet-Worth-Investors.jpg 283 424 Sheri Fitts https://sherifitts.com/wp-content/uploads/2017/12/sheri-hdr-logo.png Sheri Fitts2012-10-26 21:00:342012-10-26 21:00:34Social Media and High Net Worth Investors

Guidance on Engaging with Social Media’s ‘Big Five’

October 12, 2012/in Blog /by Sheri Fitts

Measuring social media results can be an art. But many smart business people know that measuring is what matters. Like marketing, it can be difficult to pinpoint the exact moment a prospect decided to become a client, and ensure that you’re able to recreate that moment again and again. There are a variety of analytical […]

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Using Google Alerts

October 4, 2012/in Blog /by Sheri Fitts

Would having the ability to receive an email the moment one of your clients receives an accolade or award be helpful to you in solidifying relationships? What about some type of an automated way to scour the web everyday to research a specific topic such as MEPs or retirement income (and use this content for […]

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Women Rocking Wall Street Podcast

Women Rocking Wall Street Podcast

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Sheri is the founder of ShoeFitts Marketing, a consulting firm that helps financial services firms navigate marketing, branding and the digital world.

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100 Tips…

100 TIPS FOR SOCIAL MEDIA SUCCESS

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100 Tips for Social Media Success

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Sheri Fitts speaker financial services marketing

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Deconstructing Digital

The book on social media media success in the financial services industry

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The book on social media media success in the financial services industry.

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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!

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