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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.

Boo! Marketing is Scary

October 31, 2017/in Branding, Financial Services Marketing Tips /by Sheri Fitts

At the Excel 401(k) Conference this past week, I taped an upcoming episode of the Retireholi(k)s. If you’re not familiar with them, think TPAs, ERISA and beer – discussed by a group of passionate and prepared Southern California types from Plan Design Consultants. The show is there way of adding value to the advisor community – without another […]

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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 Fitts2017-10-31 18:17:472017-10-31 18:17:47Boo! Marketing is Scary

Happy National Coffee Day!

September 29, 2017/in Branding, Financial Services Marketing Tips /by Sheri Fitts

Starbucks didn’t create the coffee culture; there were plenty of places to get a cup of coffee before they started. What they did was turn a once-upon-a-time purchase into a daily ritual for many of us. (Short Flat White anyone?) When Howard Shultz bought the Seattle-based firm, he shifted our idea of what coffee could […]

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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 Fitts2017-09-29 00:45:402018-01-05 17:11:02Happy National Coffee Day!

Dear Ary: You’re right, except…

August 9, 2017/in Branding, Financial Services Marketing Tips /by Sheri Fitts

Recently ERISA attorney Ary Rosenbaum wrote a great post, Marketing For Plan Providers: What It Can Do And What It Can’t. In the article he mentions a variety of not-marketing tasks and tactics that every business must consider before marketing. These include ideas such as finding a target market, creating a company culture, providing an […]

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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 Fitts2017-08-09 18:40:392017-08-09 18:40:39Dear Ary: You're right, except...

A Study in Disruptive Marketing

October 18, 2016/in Blog, Branding, Financial Services Marketing Tips /by Sheri Fitts

What makes marketing disruptive? Authentic branding. Tribe clarity. Thought leadership. Multichannel approach.

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I Believe

October 7, 2016/in Blog, Leadership /by Sheri Fitts

A personal brand is based on a series of beliefs.

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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 Fitts2016-10-07 21:45:462016-10-18 21:48:16I Believe

It’s Not Business. It’s Personal.

July 28, 2016/in Blog, Branding, Financial Services Marketing Tips /by Sheri Fitts

A well-executed brand and brand experience increases the perceived value of the services you provide.

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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 Fitts2016-07-28 11:21:312016-07-28 11:30:26It's Not Business. It's Personal.
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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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