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.
Let’s Connect
Stay in Touch! Sign up for Tips and Ideas from Sheri
Stay in Touch!
Sign up for Tips and Ideas from Sheri
@missfitts
- @RosaChalekian @hahnwines @AlexChalekian I support this approach. It simplifies everything. about 2 days ago from Twitter for iPhone in reply to RosaChalekian
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!
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.
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 […]