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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@missfitts
- @marybstorj Here's a group of Women in Pensions in Portland Oregon!!! We can help!!! https://t.co/uEQHRpXLls about 2 days ago from Twitter Web App in reply to marybstorj
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!
Happy National Fiduciary Day! Or not?
/in Blog, Branding, Financial Services Marketing Tips, Storytelling in Financial Services /by Sheri FittsFor those living under a rock, there was a big ruling last week regarding the Department of Labor’s Fiduciary Rule. You can read all about it here. Since I’m in no way qualified to discuss the technical merits of the Fifth Circuit’s decision, you’re safe. This isn’t another article about the regulations themselves – or the […]
The Trouble with Turtles
/in Blog, Branding, Financial Services Marketing Tips /by Sheri FittsWe all know the financial services industry moves a bit slowly. We say that with regularity. Somehow we seem to think that being risk-averse and moving slowly is fine. (Then there’s compliance, which intensifies our turtle-like approach.) But this slow pace isn’t gonna work as the most connected, personalized, multidimensional generation steps into leadership roles. […]
WTF?
/in Blog, Financial Services Marketing Tips /by Sheri FittsI guess you could call me a pointillist. I believe that every small dot, selected with intention, can connect to form a beautiful image. The world of marketing, branding and client experience is as vast as the ocean and feels like it requires huge budgets and endless hours – not small dots. Not necessarily true. […]
Feeling commoditized? Show some love!
/in Financial Services Marketing Tips /by Sheri FittsBusiness printing isn’t necessarily a hip industry. It’s really just paper and ink. Think printing, think commodity. Right? Even worse, ever since Al Gore invented the Internet, pundits have been pointing to the death of the printing industry. (We all have digital screens. Who needs paper anyway?) Combine this with increased global competition and skinny […]
Happy National Sock Day!
/in Branding, Financial Services Marketing Tips /by Sheri FittsIf you’ve been in the audience when I speak or train, you know I love a question-asking-question-answering-all-in-engaged audience. And one of the ways that I “reward” people for their participation is to give away socks—they’re brightly colored, polka-dotted, cozy and high quality. They’re unforgettable. During two sessions I recently presented about the client experience at […]
Boo! Marketing is Scary
/in Branding, Financial Services Marketing Tips /by Sheri FittsAt 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 […]