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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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!
Will robots rule the financial services industry?
/in Blog, Financial Services Marketing Tips, Storytelling in Financial Services /by Sheri FittsDaniel H. Pink wrote one of my favorite books, A Whole New Mind, way back in 2006. And he absolutely knew the answer. No. And yes. There are many interesting tidbits of research in the book. Perhaps the most relevant to our world of financial services is his admonition that the talents associated with the […]
The power of impressions.
/in Blog, Financial Services Marketing Tips, Leadership /by Sheri FittsImagine you have only five minutes to make a positive impression, in front of 200 people! How would you do that? What would you say? How would you prepare? Recently, I had the good fortune to attend the Women in Retirement Conference, held in New Orleans several weeks ago. (Queue the beignets!) This was my […]
Happy 2020! Time to quit marketing
/in Uncategorized /by Sheri FittsConfession. You don’t have to quit marketing completely, but it’s highly likely sales are crucial to your organization. So instead of thinking marketing, think sales enablement. Sales enablement is the process of equipping your sales team with the strategic resources they need to excel, from tools to technology to content and beyond. Sales is about making the […]
OODLES OF CONTENT MARKETING RESOURCES: JUST IN TIME FOR YOUR 2019 PLANNING
/in Blog /by Sheri FittsI was super happy to be a speaker at the recent Schwab IMPACT 18 event in Washington, DC. The topic? Content Marketing: How to create a lean, mean, inbound marketing machine. It was an information- and resource-packed, three-hour, pre-conference session. We discussed thought leadership and authority marketing, digital branding, tactical ways to get started and easy […]
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. […]