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
- Witnessing kindness inspires kindness. #RandomActsofKindnessWeek https://t.co/modBKQfLr4💖-make-kindness-part-of-you… https://t.co/xLcdxatAMh about 2 days ago from Twitter Web Client
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!
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.
How to Create a Killer Digital Brand
/in Blog, Digital Institute /by Sheri FittsWhat does your digital brand say about you? If someone Googles your name, does the real you show up on the first page? Your digital brand is an integral component of your complete brand positioning, and must tell your clients and prospects why they should work with you and what you stand for in today’s […]
My Ultimate Digital Gear Guide
/in Blog /by Sheri FittsYes. That is a picture of me. And yes, that is my dog aBoo. We are soaked. Quite soaked. We live in Portland, Oregon. So, of course we must navigate the rain on our morning walks. But, you’ll never find me with an umbrella. By birthright, Oregonians do not carry them. They are a sign […]
How to Make Digital Marketing Work for You
/in Blog, Digital Institute /by Sheri FittsWhether you do your own marketing, or you have a team of professionals supporting you, poorly planned or executed social selling efforts could be costing you clients and sales. In 2016, you cannot overlook the opportunity to outsell your peers. You need a workable digital marketing plan that is easy to follow and just takes minutes a day. In this […]
How to Love LinkedIn: Five Reasons to Get Passionate About Social Media
/in Blog, Financial Advisor Social Media /by Sheri FittsCan you really grow to love social media? From the outside, social media appears to be a struggle. Too many compliance headaches. Too much time. Too few clients online. Too little return. Many firms have shared with me they don’t know what they don’t know. Therefore they don’t do. This approach leaves many firms sitting […]
Three Simple Ways to Tell Your Brand is Stuck in Groundhog Day
/in Blog /by Sheri FittsMost companies spend time on their brand when they launch their business. They might focus on their logo and possibly a brochure, leaving the heaving lifting of messaging, value proposition and brand experience to a later date. Fast-forward ten years. While their business has changed – significantly – many firms still have the same logo, […]