Sheri Fitts Presents DCIO Marketing and Branding Strategies at Financial Research Associates’ Conference
At the Financial Research Associates’ presentation, Ms. Fitts speaks specifically to DCIO professionals about generating brand awareness in a competitive marketplace, sourcing ideas from target audiences and clients, and evolving marketing plans.
Boston, MA
January 07, 2014
Generating brand awareness using time-effective methods and active client sourcing are key highlights of the presentation by Sheri Fitts, president and founder of ShoeFitts Marketing, at the Financial Research Associates’ seventh annual “Opportunities in the DCIO Market” conference on Tuesday, January 14, at the Harvard Club in Boston.
Ms. Fitts’ expertise comes at the “Launching an Effective Marketing and Value-Add Campaign” sales and marketing spotlight session on day one of the two-day event designed exclusively for Defined Contribution Investment Only (DCIO) professionals.
“DCIO firms create so much material and resources for the retirement plan arena. My objective in this presentation is to help them understand how to extract maximum value for their time and effort,” Ms. Fitts explains.
Ms. Fitts is a renowned marketing and social media strategist and she launched ShoeFitts in 2012. She has quickly created recognition for both herself and the company and was recently named to The 100 Most Influential People in Defined Contributions survey conducted annually by 401kWire.com.
At the Financial Research Associates’ presentation, Ms. Fitts speaks specifically to DCIO professionals about generating brand awareness in a competitive marketplace, sourcing ideas from target audiences and clients, and evolving marketing plans.
“In addition to great materials, firms must focus on the ongoing change management,” Fitts notes. “How are they going to support advisors after the initial delivery of resources? It can’t be a singular visit model.”
Ms. Fitts is joined at the sales and marketing session by Brandon Shea, Managing Director/DCIO National Sales Manager at Ridgeworth Investments, and Matt Schortmann, Head of Institutional Product & Strategy at Columbia Management.
About Sheri Fitts and ShoeFitts Marketing:
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.
ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.
