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
- Headed to St Petersburg to kick some ass! Weeeeee! #financialadvisormarketing @ Portland International Airport https://t.co/2bEXfuXMoZ about 1 hour ago from Instagram
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!
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, […]
Digital Institute Embraces the Social Media Sphere
/in Digital Institute, Events & News, Financial Advisor Social Media, News & PR, Social Selling /by Sheri FittsNew ShoeFitts Marketing monthly broadcasts show financial advisors how to utilize key digital concepts and ideas in their daily practice. Portland, OR, January 14, 2016: Financial services industry professionals can now take full advantage of digital marketing to elevate their brand, find and develop leads, and increase sales by attending the new monthly ShoeFitts Digital […]
Create a Magnetic Brand, Build Margin
/in Blog, Financial Services Marketing Tips, Storytelling in Financial Services /by Sheri FittsSeveral years ago, I attended my second National Speakers Association Annual Conference. My objective for attending was to rub shoulders with successful speakers and take away a handful of ideas to jump-start my speaking practice. Hence the first evening, I stopped at the lobby bar for a beverage and a bit of mingling. While enjoying […]
Lay the Ghost of Compliance To Rest!
/in Blog, Financial Advisor Compliance, Financial Advisor Social Media /by Sheri FittsBoo! Don’t let the ghost of compliance haunt you this Halloween. It’s time to dig that grave and lay the ghost to rest. Sound a bit ghoulish? A trick instead of a treat? Not to worry. I know many people fear using social media because of compliance concerns. Whenever I speak or train on the […]
Mastering Compliance eCourse Takes The Fright Out Of Social Media
/in News & PR /by Sheri FittsHalloween treats come early for financial services professionals looking to lay the ghost of compliance to rest. Professionals in the financial services industry can now overcome their compliance fears about social media by enrolling in the Mastering Compliance online course by Sheri Fitts, CEO of ShoeFitts Marketing. A module within the Social Selling for Financial […]