Sheri Fitts | Financial industry influencer. Author. Speaker + Virtual Keynotes Online
Don’t sell. Transform lives. Building a consistently profitable business takes a lot more than repeating hackneyed sales catchphrases and hollow promises. It takes focused and careful thought to uncover and creatively articulate what makes you unforgettable — and define the life transformation you deliver each day to your clients. Sheri Fitts, a financial services marketing and brand guru, will completely upend the way you think about generating referrals, attracting the best talent, and driving sales and retention goals. From Utah to the United Kingdom she has shared with packed in-person and virtual audiences her B2B expertise as a marketer and business owner. Sheri audience includes leaders and advisors from such forward-thinking companies as Ameriprise, BlackRock, Charles Schwab, LPL Financial, Principal, Transamerica, Commonwealth and more. Attract the right clients. It’s never been a numbers game. Studies after studies show that productivity gains, job satisfaction, and higher revenues come from attracting clients who share your values and investment beliefs. Sheri’s honest delivery of this message will give you a better understanding of how clients and prospects make decisions, and why that’s so important in a media-saturated world. Retain relationships. Sheri has consulted with thousands of successful financial advisors, industry influencers, and their teams to help them define brands and messages that connect for life and create lasting relationships with clients and customers, colleagues, and co-workers. She knows firsthand how inspiring diversity, inclusivity, and passion for the work creates demand for the work you do. Navigate the expanding wired world. Ideas and empathy are the currency of our age. To survive and thrive in today’s challenging, hyper-wired environment, you must master the new tools and rules of the digital marketplace. Sheri has helped build digital centers of excellence for hundreds of advisory firms. She can help your team avoid traps and overcome social media fatigue with new approaches to deliver the right motivational message and tone to the right people at the right time.
Speaker. Sales + Marketing Leader. Podcaster. Author. Badass.
- Virtual Keynotes Online
Every financial services professional should learn this stuff!
I really enjoyed Sheri Fitts presentation at the Western Pension and Benefits Conference event. She provided great insights about how professionals can improve their networking both online and off. And, even more importantly, focused on how to plan and implement the ideas she presented. It was a fun presentation packed with incredibly useful information. Every financial services professional should learn this stuff!
Sheri delivered an inspiring and session...
Sheri delivered an inspiring and session on the last day of our signature client event that was thought-provoking and impactful. Even though she was speaking to a diverse audience of professionals, Sheri was able to grab their attention and offer practical examples for how to survive in today’s digital world. It didn’t matter what their background or industry, everyone in the audience took away several actionable steps. Her ‘survival guide’ was a great takeaway.
A true highlight at our recent event.
Sheri, your presentation Social Selling Can Skyrocket Your Business was a true highlight at our recent event. The audience gave you rave reviews – ‘Sheri presented extraordinary content and demonstrated excellent presentation skills!’ ‘Her insights on social selling were motivating and her ideas will help our firm keep up with the times.’ ‘Sheri’s session was the most immediately actionable!’ You really know your stuff and have an incredible ability to involve the whole group. We can’t wait to book you again.