Podcast appearances and mentions of sheri fitts

The third edition of the retirement industry's least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Audio here Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why the event welcomes a broad mix of professionals.For more information about SWAY | LIVE, check out the event website here: https://swaylive.sherifitts.com/SWAYLIVE2

In our latest heartfelt episode, recorded live at Sway Live, we sit down with Sheri Fitts, a single mother who opens up about the profound struggles and triumphs of her son Garrett's battle with heroin addiction. Sheri's candid recounting of Garrett's time living under a bridge and the critical intervention by a Portland police officer using Narcan paints a vivid picture of the relentless challenges faced by families dealing with addiction. Garrett's story is one of struggle and redemption, from incarceration to obtaining subsidized housing and forming supportive bonds in prison. Join us as we honor the heroes among us who strive for recovery against all odds and explore the transformative power of physical health, emotional support, and unwavering familial love.Guest Bio:Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line.Her deep expertise in the retirement plan and wealth management industries, gained over nearly 30 years on both the buy and sell side as well as starting two companies, gives her special insight into what drives investor behavior and sales. Her latest industry innovation, digitalEQ™ (Digital Emotional Intelligence), is Sheri's highly personalized approach to helping financial professionals use thought leadership, branding, marketing, and presentations to be unforgettable. Sheri wrote and published Deconstructing Digital: Simple Ways to Connect with Your Next-Generations Financial Clients, a guide for advisors navigating the digital realm. And, as the host of the Women Rocking Wall Street podcast, Sheri champions diversity, gender pay parity and the critical need to include women in corporate boardrooms.A compassionate technologist and entrepreneur (at age five, she made and marketed rose-scented perfume door-to-door), Sheri is leading and demonstrating how to humanize financial services—the key to reimagining how advice can be delivered to more people with greater impact. As a young single mom, Sheri remembers struggling with financial insecurity. When she was hired as a graphic designer at an investment firm in the 1990s, she saw just how the financial services industry can make a real difference in people's lives. Sheri realized her mission was to help financial professionals have more meaningful engagements with their clients, so they feel financially confident.Follow Sheri on LinkedIn:https://www.linkedin.com/in/sherifittsOr Visit Her Website: https://sherifitts.com Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024ABOUT ALTRUIST:We're on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.Want to find out how Altruist can help you grow? See more at www.altruist.com/podcastsSTAY CONNECTED:Instagram ► https://www.instpagram.com/altruistcorp/  Twitter ► https://twitter.com/altruist  Linkedin ► https://www.linkedin.com/company/altruistcorp/  RESOURCES IN EPISODE:AltruistSWAY | LIVEWebsite: https://swaylive.sherifitts.com/swaylive2024Dates: August 4 - 6, 2024Location: Palm Springs, CA (Room reservation information https://swaylive.sherifitts.com/SWAYLIVE2024#/venue?lang=en)Hotel: ACE HOTEL & SWIM CLUB50% OFF Coupon Code: ALTRUISTDiscount Deadline: June 30, 11:59 p.m.For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.   ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp 3030 S La Cienega Blvd Culver City, CA 90232.

Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line.In this episode, Eric and Sheri Fitts discuss:Logical and behavioral economistsEmotional decision making Decision-making when under stress Enhancing your proposal using behavioral science Key Takeaways:Logical economists believe that investing is either purely driven by logic or at least primarily driven by it. Meanwhile, a behavioral economist believes that people don't make logical decisions about money. There are other factors and variables that come into play, and logic isn't the most powerful driving force of people's decisions. Our natural tribal instincts explain a lot of our spending and investing behavior. This is why most people have a natural inclination to behave and decide a certain way to fit in or be welcomed into a certain community. The motivation for our decision-making often happens in the background of our minds, taking all these factors into account. When you are faced with five different things to decide on, allow yourself a fair amount of time to decide on them to avoid decision fatigue. Our minds have a negativity bias that originated in survival instincts. In stressful situations, that negativity bias is amplified, leading to decisions focused on loss aversion. Advisors should prioritize brevity and readability in their RFP responses to reduce stress for committee members and provide a clear, concise message. Effective RFP responses should continuously return to the client's primary objective and demonstrate how the advisor's solution solves that problem.“People don't care how much you know, they care how much you know about them. And your RFP should reflect that.” - Sheri FittsConnect with Sheri Fitts:Website: https://sherifitts.com/ LinkedIn: https://www.linkedin.com/in/sherifitts/ Instagram: https://www.instagram.com/sherifitts/ YouTube: https://www.youtube.com/user/ShoeFittsMktg Connect with Eric Dyson: Website: https://90northllc.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/

Why Financial Advisors Need Personal Branding: Sheri FittsAnyone who attends a retirement industry event knows there's a pretty good chance Sheri Fitts is speaking at it. Today we've got the well-known branding consultant and founder of Sheri Fitts & Co. with us to talk about the need for and importance of personal branding among 401(k)-focused financial advisors.Sheri also tells us about an all-new industry branding and marketing event she is launching this August in San Diego called “SWAY| LIVE,” along with why such a focused event is needed in the retirement industry. 

 In this episode, Cheryl and Sheri discuss: Why we should speak to people emotionally  Give yourself permission to be real  Countering judgment with curiosity  What is digital eq   Key Takeaways: We need to understand that 90% of decisions are emotionally based. Often, we try to rationalize logically what we have already decided emotionally.  Speaking with emotion starts with giving yourself permission to be more of your true self. When you make yourself available, vulnerable, and real to people, they'll want to be with you more.  If you find yourself being critical of a person or find it very difficult to deal with them, you've got to practice curiosity. Before meeting the person, you've got to pause, sit down, and ask yourself what they could be going through in their life.  Digital emotional intelligence is the intersection of digital influence and emotional intelligence. Invest time and effort into creating and crafting a brand that's authentic, something that's true to you, and put intentionality behind it.    “The more available you are, the more curious you are, the more vulnerable you are, the more people are going to want to be with you.”  —  Sheri Fitts     Connect with Sheri Fitts: Website: https://sherifitts.com/  LinkedIn: https://www.linkedin.com/company/sherifitts/  Instagram: https://www.instagram.com/sherifitts/  YouTube: https://www.youtube.com/user/ShoeFittsMktg    Get in Touch with Cheryl: Website: www.cherylknows.com  YouTube:  https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIg Facebook: https://www.facebook.com/dynamiteproductionsinc LinkedIn: https://www.linkedin.com/in/cherylknowlton/     Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Today's guest is Sheri Fitts, Founder/CEO of Sheri Fitts & Co. Sheri specializes in financial services marketing and branding. In this episode, Sheri tells the story of how she got into marketing in the financial industry and shares some of her knowledge with us. Sheri will be a keynote speaker at our upcoming symposium and will be highlighting the changes and future of marketing. You can find out more about the event on our website. Listen to get a small preview of the value Sheri will be bringing. Here is some of what you'll learn in this episode: How Sheri got started in marketing and the financial industry. (2:29) Here Sheri speaks about storytelling and how impactful it is to a brand. (11:28) How video enables you to connect on a deeper level with your audience. (17:49) More about our guest: www.sherifitts.com Learn About FIG:  https://www.figmarketing.com

My guest on this episode is the one and only Sheri Fitts. When it comes to financial services sales and marketing, Sheri is a gifted speaker, consultant, and creator and I always enjoy learning from her. One of the things I love about Sheri is her ENERGY. Her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ, really comes through in this episode. We focus a lot of our conversation on the human aspect of financial services and how we communicate with our clients and prospects. We chat about the power of storytelling, how and why advisors need to get super clear about their purposes and values, why vulnerability is a superpower but can't be “hacked” for social media purposes, and why first impressions matter so much. Plus, much more.

Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fitts & Co. is a staple on the conference circuit, preaching the need for the digital adoption of social media marketing tactics for 401(k) advisors, and the real business-building and revenue-generating opportunities that result.Her energy and enthusiasm are infectious, which made, as always, for a great interview. Among other topics, she joined us to discuss LinkedIn, and the live streaming capabilities it now affords.  

Sheri Fitts, Creator of digitalEQ™, joins me on this episode to discuss how to create connections when we're not in front of each other. Join us and connect with her here: https://lnkd.in/gC6pstHq --- Send in a voice message: https://anchor.fm/ctrappe/message Support this podcast: https://anchor.fm/ctrappe/support

Do you want to know how to connect with people in the digital world?Listen as visionary pioneer of digital emotional intelligence, Sheri Fitts, shares her marketing savvy to help you use the virtual world to bring you closer to your clients.In this week's powerful episode "How to Connect With People In the Digital World " you will discover...What you get when you take emotional intelligence into the digital environmentWhat happens when your messaging isn't in alignment with your target audienceWhat the true currency is for a professional and how to use it in a meaningful  and authentic wayAnd a whole lot more...Here's how to connect with SheriGet more gems from Sheri and other guest experts, when you become a Book Marketing Mentors Premium Member today!

Aging.  Wheeeee!  That's a fun topic!  And that's why we're talking about it here!  Let's get uncomfortable, shall we?  Are you leaning on the "I'm too old excuse"  Well knock that off!!The way I see it, we're all going to do it if we're here long enough, so I thought I would bring on my hilariously brilliant friend and fellow speaker Sheri Fitts to talk about turning 60, and all of her plans for the next chapter of her life.  (yes, she's still reinventing...and why wouldn't she?  Why wouldn't we all?)We talk about-          The social and cultural misrepresentations of aging-          Aging intentionally-          How she has had to be her own role model-          The funny noises….some discomforts are unavoidable.Need a bright spot in your day?  Check out Sheri's instagram and watch joy in action!  

Tune into this episode with Sheri Fitts, who specializes in working with financial advisors and their firms to help professionals in a very male-dominated, male-thought process type of industry to harness the power of emotional connection to create more trust and engagement in their business relationships. She's coined it Digital EQ. 

I take great pride in my clients who are really focused and work hard to create the speaking business of their dreams.  It shows that anything is possible as long as you're willing to follow the steps and give it your all.  On this episode of The Wealthy Speaker Show, we're sharing another client success story.  I'm thrilled to welcome Sheri Fitts to talk about how finding and embracing a specific niche can make all the difference.If you would like some great ideas on how to tap into the right market that will help you grow your speaking business, you simply can't afford to miss this episode!For access to FULL SHOW NOTES including video and links, visit https://www.speakerlauncher.com/category/podcasts/

A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks.  These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand.  In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is telling you why “the little things” about your brand can make a big impact on your audience. Join Matt and Sheri as they uncover strategies that will help you differentiate your brand –– a task that's especially important as the financial services industry becomes increasingly commoditized. You will learn: Unforgettable branding strategies that are free from compliance restrictions How Sheri uses polka dot socks to make a lasting impression on prospects Why Sheri decided to start a free podcast even though people would readily pay for her expertise Reasons to tap into the power of audio branding And more Press play to learn how to differentiate your brand by focusing on the small details that most advisors forget about! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Sheri Fitts | Sheri Fitts on LinkedIn | Women Rocking Wall Street | It's the Little Things That Matter | Claire Akin on LinkedIn | Sticker Mule | Moo | ShoeFitts Brand Touchpoint Audit

A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks.  These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand.  In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is telling you why “the little things” about your brand can make a big impact on your audience. Join Matt and Sheri as they uncover strategies that will help you differentiate your brand –– a task that’s especially important as the financial services industry becomes increasingly commoditized. You will learn: Unforgettable branding strategies that are free from compliance restrictions How Sheri uses polka dot socks to make a lasting impression on prospects Why Sheri decided to start a free podcast even though people would readily pay for her expertise Reasons to tap into the power of audio branding And more Press play to learn how to differentiate your brand by focusing on the small details that most advisors forget about! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Sheri Fitts | Sheri Fitts on LinkedIn | Women Rocking Wall Street | It’s the Little Things That Matter | Claire Akin on LinkedIn | Sticker Mule | Moo | ShoeFitts Brand Touchpoint Audit

Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.

In this episode of AFP Conversations, financial influencer, speaker, author and podcast host, Sheri Fitts of ShoeFitts Marketing will be discussing personal branding. With more than 25 years in the financial services industry, she 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. At AFP 2020, Fitts will be leading the session, Surviving in the Overwired World, in which she'll discuss how financial professionals can stay focused and productive amid so many electronic distractions. This podcast is part of the new AFP Career Hub series. The Career Hub features career coaches, resume services, our job board and more to help you take the next step in your career.

She's an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry's most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.Resources:Sheri's BlogMade to Stick bookNeuroSelling BookStorybrand BookBlackRock Re-enrollment ArticleAdrian SalisburyDeconstructing Digital BookThe Design Council Research

Sheri Fitts Founder and CEO of ShoeFitts Marketing is interviewed in this episode. By creating/delivering smart marketing and client acquisition plans, Sheri empowered diverse financial services firms to maximize revenue, create heart-centered brands, and accelerate business growth. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support

We all have emotions and biases that strongly influence how we handle our finances. Money Girl interviews Sheri Fitts, an author with expertise in financial services, marketing, and psychology. Find out the driving forces behind behaviors that are critical for building wealth and achieving your dreams. Visit our sponsor Spafinder at www.spafinder.com and use the code MONEYGIRL to receive 12% off $75+ your gift card purchase. Read the transcript at https://www.quickanddirtytips.com/money-finance/retirement/behavioral-finance-tips-for-success-with-money-work-and-life  Check out all the Quick and Dirty Tips shows: www.quickanddirtytips.com/podcasts FOLLOW MONEY GIRL Facebook: https://www.facebook.com/MoneyGirlQDT Twitter: https://twitter.com/LauraAdams 

Sheri Fitts Sheri Fitts is an award-winning graphic designer who founded the marketing firm ShoeFitts. She mainly helps financial services firms market their brands and make it in the digital arena. “People buy from people this formal relationship that is still critical but it is not the words you choose – it's the human being… The post Sheri Fitts Creating Meaningful Client Experiences | Ep. 218 appeared first on Bottleneck Distant Assistants.

Sheri Fitts is well known in the financial services industry as a true creative force…who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door. Now, with more than 30 years of industry experience in her pocket, Sheri often shares her success insights with financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage.   On this entertaining episode, we discuss the music Sheri listens to when she wants to be creative/productive, her thoughts on watching TV and the “back in the day” struggles we dealt with.   Where you can find Sheri online: LinkedIn sherifitts.com   What did you think of this episode? I want to know. Go to MarkStruczewski.com/sheri and leave a comment.   To leave feedback about the podcast or give suggestions for ideas for future episodes (including guests you'd like to hear me interview), go to MarkStruczewski.com/mypodcast or email feedback@markstruczewski.com. If you are looking to take your productivity to the next level or if you are interested in bringing me in to speak at your event, visit MarkStruczewski.com. Follow me on LinkedIn, Facebook, Twitter and Instagram. Subscribe to my weekly Next Level Productivity Digest. If you love the show, share it with a friend on Apple Podcasts.

Sheri is well known in the financial services industry as a true creative force… who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door. Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker. Now, with more than 30 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage. She is a natural-born communicator, earning Toastmasters’ adult-level Speechcraft certificate in the 8th grade. Now she’s a sought-after speaker and has twice been named one of the 100 top influencers in the retirement planning industry. She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments; National Association of Government Defined Contribution Administrators; and the International Association of Business Communicators. If all of that isn’t enough to pique your interest, Sheri was also named Paper Girl of the Year (1976). So you can be confident that when you work with Sheri Fitts, she delivers.

Sheri is well known in the financial services industry as a true creative force…who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door.Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker.Now, with more than 25 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage.She is a natural-born communicator, earning Toastmasters’ adult-level Speechcraft certificate in the 8th grade. Now she’s a sought-after speaker and has twice been named one of the 100 top influencers in the retirement plannin industry.She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments; National Association of Government Defined Contribution Administrators; and the International Association of Business Communicators.If all of that isn’t enough to pique your interest, Sheri was also named Paper Girl of the Year (1976). So you can be confident that when you work with Sheri Fitts, she delivers.Learn More: http://shoefitts.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Sheri is well known in the financial services industry as a true creative force…who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door.Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker.Now, with more than 25 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage.She is a natural-born communicator, earning Toastmasters’ adult-level Speechcraft certificate in the 8th grade. Now she’s a sought-after speaker and has twice been named one of the 100 top influencers in the retirement plannin industry.She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments; National Association of Government Defined Contribution Administrators; and the International Association of Business Communicators.If all of that isn’t enough to pique your interest, Sheri was also named Paper Girl of the Year (1976). So you can be confident that when you work with Sheri Fitts, she delivers.Learn More: http://shoefitts.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Sheri  Fitts has  more  than  25  years  of  experience  in  digital  leadership  and  brand  marketing.  As  the  founder  of  ShoeFitts  Marketing,  she  has  helped  thousands  of  advisors  and  industry  influencers  convey  their  messages,  create  meaningful  connections,  improve  sales  performance  and  scale  their  digital  leadership. Ms.  Fitts  regularly  speaks  about  digital  marketing  and  social  media  at  financial  services  industry  events,  has  been quoted  in  numerous  publications  and  is  the  author  of  Deconstructing  Digital.  She  has  received  awards  and  recognition  from  the  Plan  Sponsor  Council  of  America,  the  National Association  of  Government  Defined  Contribution Administrators,  the  International Association  of  Business  Communicators  and  Pensions  and  Investments. 401kwire.com named  her  one  of  the  “most  influential  people”  in  the  defined  contribution  category. Today, Sheri will teach us the essence of being authentic and “outcaring” to in the marketplace. She will also share insights regarding millennials and evolution of digital marketing. Lastly, she will give us interesting details regarding her book,  “Deconstructing Digital”. [2:17] The Age of Authenticity [3:50] The concerns in raising “millennials” today [7:05] How does authenticity transform the workplace and entrepreneurial world [9:05] How authenticity fits in a modern marketing plan [10:33] Why being authentic attracts more people in marketing [11:15] Sheri explains the concept of “outcaring” [13:01] The importance of thinking how your clients feel and should feel [14:21] How she applied the concept of  “outcaring” to her profession [16:23] How disruptive branding affects the financial services market [19:58] Sheri shares about her book, “Deconstructing Digital”, and her inspiration to it [21:37] The impact to her life as far as social media & digital marketing are concerned [24:15] Paul shares his experience on the old school way of digital marketing [25:37] How you can connect with Sheri [26:39] Wrap up   Tweetables: “The more you that you are, the more people you attract because it’s refreshing to people.” - Sheri Resources: BOSS Academy Radio Connect With Sheri: Sheri's Website Sheri's LinkedIn Sheri's Twitter Sheri's Facebook Sheri's Book  

My guest today is well known in the financial services industry as a true creative force. Sheri Fitts is the founder of ShoeFitts Marketing—a marketing consulting firm for financial advisors—and the Chief Marketing Officer for Sheridan Road Advisors—a Chicago-area advisory firm with nearly $13 billion in AUM. With more than 25 years of industry experience, Sheri specializes in crafting unforgettable marketing strategies that really stand out. In this episode, she shares her journey from working a traditional corporate job to going out on her own as an independent consultant, as well as the key marketing concepts that have helped her get to where she is today. Listen in to hear Sheri’s take on how to leverage and maximize marketing ideas, the fundamental difference between sales and marketing, and what advisory firms need to cultivate in order to succeed. For show notes and more visit: https://www.kitces.com/73 

Do you struggle marketing yourself? Are you able to connect with your ideal client? Do you find that you’re taking your business (or yourself)... The post Sheri Fitts Says That Fortune Favors the Fast | PoP 296 appeared first on How to Start, Grow, and Scale a Private Practice| Practice of the Practice.

My guest today, on the Steve Jobs inspired Join Up Dots free podcast interview is with a Financial industry influencer. Popular social media speaker. Author. A creative force in financial services marketing who every single time aims to make their clients marketing unforgettable. And who would have thought that this all started when she was just five, selling her very own homemade rose-petal perfume in baby food jars, door-to-door. ShoeFitts is a consulting organization at heart, a training partner, who translates social media, branding, generational issues, business strategy and marketing into manageable steps for their clients. But what about the guest, i hear you cry....tell us more about her? Well, she debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker. With more than 25 years of industry experience in her pocket, our guest collaborates with retirement plan advisors, third-party administrators, and financial service organizations to help them leverage marketing tools, social media strategy tactics, and meaningful connections. And this is a key thing to gain greater and greater success. Know your market, know their problems and niche down tightly to become the go to expert for that group. She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments; National Association of Government Defined Contribution Administrators; and the International Association of Business Communicators. So was it simply a case of trying out different roles until she found the one that fits? And where do people go wrong in their own marketing...making it all about them, or just confusing the message? Well let's find out as we bring onto the show to start joining up dots with the one and only Sheri Fitts Show Highlights During the show we discussed such weighty topics with Sheri Fitts such as: We discuss how social media is such a noise nowadays, and what platforms she has chosen to focus her energy into. Sheri shares her top three strategies to building meaningful connections on LinkedIn that works for her business. We chat about buying the best talent you can in your business to make growth and scale more and more achievable.   and lastly…. Sheri reveals how she broke rules of business as a small girl as she didn't realise that there were rules to follow. She went out and made things happen. 

On today’s episode of Just the Tips, Dean and I welcome a true entrepreneur, someone who has been building businesses literally since she was a kid. When she was just 5 or 6 years old, Sheri Fitts looked at the empty glass baby food jars that her younger brothers were feeding from and saw opportunity. She cleaned them out, put some rose petals and water in them, and began taking them around the neighborhood, selling rose-petal perfume. But that’s just the beginning of Sheri’s story. Now she’s a sought-after speaker in the financial services industry, an expert in marketing financial services, and has twice been named one of the 100 top influencers in the retirement planning industry. This is someone who has been an entrepreneur her entire life, and the insight she shares on today’s episode of Just the Tips will blow your mind. Early adoption put Sheri ahead of the pack Going from working in financial services to specializing in digital marketing seemed like quite a leap, so I asked Sheri how she got started down the path she’s on now. And it turns out, thanks to her father’s work as a computer programmer, she’s always been an early adopter of technology. So early on, when she took on a marketing role, she taught herself PageMaker so she could excel at design. And she began email marketing before email marketing was even a term entrepreneurs used. It’s that willingness to dive into what’s coming next that has made Sheri so successful, and her company ShoeFitts Marketing, such a prominent player in financial services marketing. Want to connect with your customers? Be vulnerable. One of the biggest differentiators for any successful company is creating a great customer or client experience that connects with people in a genuine way. Sheri is the real deal when it comes to branding and customer experience, so I asked her what’s working effectively right now to create that connection. And for Sheri, it really comes down to authenticity and vulnerability. The more “real” you are in your business life, the more people will feel that and connect with it. That’s a tricky thing to do, of course, but Sheri provides a crystal clear, real-life example of a company that is doing just that, and is growing very quickly, and is just about to announce that’s it’s been purchased. If being authentic in a business setting has been a struggle for you, you have to listen to this week’s Just the Tips. Customer experience is as important as customer acquisition This is a topic near and dear to Dean’s heart. As he says in this episode, businesses spend so much time and money on new customer acquisition, but don’t focus enough on the happiness (and retention) of current customers. As he says, customer acquisition can be the most costly part of any business, but if you’re able to turn your current customers into lifelong fans just by doing something small, or going beyond what you promised, that becomes incredibly cost effective. As Sheri says, if you do a little bit of work after the sale, it can go a long way. She and Dean are on the same page with this one, and I do my best to disrupt the chemistry, but even I have to admit they’re onto something. Connect with your audience: Make them feel significant As Tony Robbins says, the number one need people have is to feel significant. And as Sheri says on this week’s episode of Just the Tips: “The people who understand there is no line between business and the personal are the ones who will be successful.” This episode may be a bit of a lovefest between Sheri and Dean, who are of one mind when it comes to making a great customer experience, but it’s also full of tips for how to create that experience. You won’t want to miss it. Outline of This Episode [2:35] Sheri’s origin story [9:00] How can companies connect with their audience? [10:10] An example of a company being real [15:34] Keeping your current customers [18:35] Simple ways to improve the customer experience [24:43] No line between business and the personal Resources Mentioned ShoeFitts.com Music for “Just The Tips” is titled, “Happy Happy Game Show” by Kevin MacLeod (http://incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License Connect With James and Dean James P. Friel: AutoPilot Entrepreneur Program: www.jamespfriel.com/autopilot Facebook Group: https://www.facebook.com/groups/autopilotentrepreneur Site: www.jamespfriel.com Dean Holland: Blog: www.DeanHolland.com FB Page: https://www.facebook.com/DeanHollandHQ Digital Business Entrepreneurs: https://www.facebook.com/groups/DigitalBusinessEntrepreneurs/

Sheri Fitts has more than 25 years of experience in digital leadership and brand marketing. As the founder of ShoeFitts Marketing, she has helped thousands of advisors and industry influencers convey their messages, create meaningful connections, improve sales performance and scale their digital leadership. Sheri regularly speaks about digital marketing and social media at financial services industry events, has been quoted in numerous publications and is the author of Deconstructing Digital. She has received awards and recognition from the Plan Sponsor Council of America, the National Association of Government Defined Contribution Administrators, the International Association of Business Communicators and Pensions and Investments. 401kwire.com named her one of the “most influential people” in the defined contribution category. During This Show We Discuss… Understanding the mathematics of marketing The most effective forms of marketing that business owners are using right now How to best understand branding The biggest mistakes business owners make when it comes branding How to truly build a passion-powered brand How a company s culture fits into branding  Why it is important to build your personal brand, as well as your business brand How to easily build your personal brand What social selling is, and how it works How to build a tribe of loyal subscribers and followers The best success strategies for digital marketing right now The opportunities most business owners are missing when it comes to using social media How to not just post, but get engagement on social media How often you should be posting on social media, and the types of posts you should be using How to find the right social media channels that are right for your business How social media can be used to help retain clients, not just attract new ones Creative ways that business owners can use social media that most do not know about

Being unforgettable means that your clients in marketing won’t be able to forget you and that you are going to give an impression that will last, which is very important in this contracting f industry. Nobody can steal your wow factor. The relationship you will have with your clients can be deepened and people can stand out. For today’s podcast we are going to be talking about business, experience and growth together with Sherri Fitts. Sherri is great in building personal and business brands, creating smart marketing and social media programs to attract more business and increase revenue. She also hopes her clients understand investor participant behavior and offers productivity tips to help keep everything in balance. Being unforgettable means that your clients in marketing won’t be able to forget you and that you are going to give an impression that will last, which is very important in this  industry. The relationship you will have with your clients can be deepened and people can stand out. It really doesn’t matter whether you’re in the contracting business or the finance industry or dentist or doctor material because the basics really are all right. Nobody can steal your wow factor. Sherri make things better communications amongst her staff and with her customers. She does this because communicating better create more revenue. What she does is she motivates her people which is her zone of genius. She even goes back to her old customers to say hello. She does this occasionally. For today’s podcast we are going to be talking about business, experience and growth together with Sherri Fitts. Sherri is great in building personal and business brands, creating smart marketing and social media programs to attract more business and increase revenue. She also hopes her clients understand investor participant behavior and offers productivity tips to help keep everything in balance.   Sheri doesn’t have a system to follow. What she does is just do what she thinks is going to be good for her and the people around her which she gets great reviews. She does send out monthly newsletter, and she blogs at the same time. People love that, which is why she stays in touch with her old customers. At the same time, she also sends a little stuff like socks and cool postcards because this is how she show her love to her customers. And this makes her unforgettable. Sheri had done going to other places and checking out new things to acquire new customers to level up her means of getting to know other people. Even if Sheri is a Chief Marketing Officer in a big company she still makes sure that she hands unique cards to her staff, give some little gifts, and Sherri happens to be a hugger. This is her talent. This is her gift. Hence, by doing all these, by giving people a little love, she helps them stand out not stand in. It’s about creating meaningful connections to her old and new customers. For Sherri, it’s about personalization of engagement. A unique way of knowing her clients. In the process developing an expressive connection and communication, she brands herself and her company and even the people that works for her. This way she really won’t be forgotten by her prospects, clients. For Sheri, it’s not about spending a fortune, it’s about dominating the market and competing in a marvelous way because she knows that there’s a big competition out their but in making sure that what she has built won’t be taken for granted she does this to her patrons. We can all learn from experience to make sure that we have what it takes to become an awesome business owner. Again, whether you are in the contracting business, or in the financial industry, dentist or doctor material you just got to have that personality that will make you stand out. We all have that, we just need to bring it all out. An amazing engagement with your customers can do a whole lot to develop a great lasting relationship. Sherri has been exceptional and it was nice to know we have one like her in this industry. You can get to know more details about Sherri Fitts by visiting her website: https://shoefitts.com Email: ifno@shoefitts.com Call Sheri Directly Tel: 503 319 0543 Office Hours Monday to Friday: 9am to 5pm Pacific Time   There are so many ways to do almost free marketing you just have to think about it or you could just go to the web site and pick up the free download.     4 Hot Marketing Strategies That Can Flood Your Business with Customers   If you have a story to tell and would like to be a guest on this podcast email my assistant Shell at Shell@contractorssecretweapon.com   and she will send you our guest sheet.       Our sponsors     Would you like your phone to ring more with qualified buyers people looking to buy now? Then let’s make that happen. Best Home Services Leads is dedicated to making your phone ring with qualified buyers wanting to buy now. Go to and fill out the form to get more information.       http://contractorssecretweapon.com/money      How about 100 free postcards sent out to your best prospective customers. Radius Bomb sends out hyper targeted, laser focused postcards using a map while sitting in your under ware at your kitchen table then go to http://contractorssecretweapon.com/radiusbomb      Painting Contractors, get up to a 24% better response rate just for having the right memorable telephone number 1-800-PRO-PAINTER.Check out your area before someone beats you to it and it’s not available. https://www.1800propainter.com/    

Welcome to episode 135! Don't miss out on the opportunity to  win a 1-year business growth plan, valued at $2500 US.  Deadline to enter is April 6th. Sheri Fitts began her career in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker. Now, with more than 25 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage.   Maxum Corporation - Inspiring Greatness Show Notes: maxumcorp.com.au/podcasts/

Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet. We start with the concepts of social media and how to set goals for your strategy, and then dive into details with tools, tips, and techniques that you can use today to make a greater impact on social networks. Our expert guest is Sheri Fitts, founder and CEO of ShoeFitts Marketing. Sheri is a widely recognized speaker and influencer in the financial industry, as well as the author of Deconstructing Digital: Simple Ways To Connect With Your Next-Generation Financial Clients. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/create-curate-and-connect-social-media-for-advisors/.

An interview with Sheri Fitts, President at Shoe Fitts Marketing, who was a speaker at INSIGHTS 2016. We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline.

Sheri Fitts, President, ShoeFitts Marketing Host of The Women Rocking Wall Street Show Today, Kathleen explores Sheri's money myth that "Money has to be a Struggle" and helps her bust it wide open.   Sheri Fitts is a creative force in financials services marketing infusing educational programs, marketing packages, and speaking engagements with solutions and strategies. To sign up for the Breaking Money Silence Podcast, click here.  

WRW 027: Playing a Bigger Game with Sheri Fitts (and Michael Knouse) Welcome back! I hope you’re having a great summer and enjoying the warm weather. I wanted to switch things up this week and provide you with some insight into who I am as a person, business owner, and woman rocking Wall Street.   Several weeks ago, I had the privilege of being a guest on my dear friend Michael Knouse’s podcast, The Startup Sessions. Michael is a business coach, unconventional startup strategist and entrepreneur who not so long ago was selling software solutions to corporate clients. Knowing that he hand-selects his show guests based on their experience creating their own meaningful businesses, I was honored that he approached me to share my experience with ShoeFitts Marketing.   On this episode, Michael and I dig into some of the challenges that hold many women entrepreneurs back, including setting appropriate rates for services. Are you afraid to charge what you’re worth because you believe it will hurt your chances of successfully getting clients? If so, you’re not alone! Unfortunately, this misconception could be harming your business by undervaluing yourself and your services. It’s important to remember that what you’re providing is valuable, and your clients want to pay for quality! My advice to Michael’s listeners, and to you during this episode is simple – don’t overcomplicate it, just raise your rates.   If your entrepreneurial spirit is strong, but you’re struggling to propel your business forward, I hope this episode will provide insight into managing your numbers and helping your business play a bigger game.   For more information about Michael and The Startup Sessions, visit thestartupsessions.com, or find him on Facebook, Twitter, LinkedIn, Google+.   And remember, if you like the episode, please be sure to share it with your colleagues, friends, and other connections. Let’s continue the Women Rocking Wall Street movement!

My guest this week is a marketing powerhouse – she is a financial services marketer, social media speaker and financial industry influencer. Sheri Fitts is the founder of  ShoeFitts Marketing and works with retirement plan advisors, third-party administrators and financial services organizations to help them leverage marketing tools and social media to build meaningful connections. “How much bigger can I play?” […] The post Episode 79: Playing A Bigger Game with Sheri Fitts first appeared on Michael Knouse.