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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Stay in Touch!
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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!
A Study in Disruptive Marketing
/in Blog, Branding, Financial Services Marketing Tips /by Sheri FittsWhat makes marketing disruptive? Authentic branding. Tribe clarity. Thought leadership. Multichannel approach.
I Believe
/in Blog, Leadership /by Sheri FittsA personal brand is based on a series of beliefs.
It’s Not Business. It’s Personal.
/in Blog, Branding, Financial Services Marketing Tips /by Sheri FittsA well-executed brand and brand experience increases the perceived value of the services you provide.
Easy Ways to Build Your Blogging Muscles
/in Blog, Digital Institute, Financial Advisor Social Media /by Sheri FittsAre you like many business professionals who are afraid to write? Afraid to share their smarts and blog? In the February Digital Institute broadcast, only 17 percent of attendees said they blog on a monthly basis. Moreover, over 70 percent have not blogged in the past year and/or don’t have any plans to blog. Yikes. Blogging is one of the best ways to show your clients and prospects you are an expert in your financial services niche — something advisors need to do out of the gate!
Discover the Simple Secrets to Deconstructing Digital
/in Blog, Digital Institute, Financial Advisor Social Media /by Sheri FittsDo you ever feel like the basic principles of the digital world are sitting on shifting sand? One day you think you’ve got it all figured out, and then the next, you’re completely confused and overwhelmed.
Boost Your Centers of Influence with Social
/in Blog, Digital Institute, Financial Advisor Social Media /by Sheri FittsFinding and cultivating referrals is an ongoing and necessary part of your business development strategy.