Sheri Fitts
Sheri Fitts is a financial services marketing and sales expert on a mission to amplify the heart of financial services; to help them acquire and retain more clients through her methodology, digitalEQ™ - the intersection of emotional intelligence and digital influence.
In the current disruptive sea change that's happening across the financial services industry, every interaction with clients and prospects is taking on new urgency, whether conducted in person or virtually. Sheri Fitts is a financial services marketing, sales and brand solutions expert who's challenging the way that financial services and fintech firms think about how they sell. An internationally recognized speaker, success coach, social media strategy author (Deconstructing Digital), and pioneering developer of digital emotional intelligence (digitalEQ™), she's helped financial services and fintech firms build brands, deepen client relationships, and drive sales and revenue growth.
From the U.S., Canada the UK, Sheri has shared her expertise as an enterprise-level marketer and small business owner with enthusiastic and engaged audiences. She's always passionate about exploring new ways to help industry leaders broaden their sales reach and marketing effectiveness. Going beyond talking-head delivery, Sheri also consults with industry leaders and their teams on how to radically shift their approaches to attracting best-fit clients and drive sales and retention goals.
Firmly believing that leading with the heart instead of the head is the best path to sustainability and growth, her firm, Sheri Fitts & Co, is once again innovating financial services sales and marketing with digitalEQ™, a turnkey virtual sales and marketing solution that offers financial professionals the digital tools and technical command they need to evolve towards more empathetic and personalized client engagement.
In the current disruptive sea change that's happening across the financial services industry, every interaction with clients and prospects is taking on new urgency, whether conducted in person or virtually. Sheri Fitts is a financial services marketing, sales and brand solutions expert who's challenging the way that financial services and fintech firms think about how they sell. An internationally recognized speaker, success coach, social media strategy author (Deconstructing Digital), and pioneering developer of digital emotional intelligence (digitalEQ™), she's helped financial services and fintech firms build brands, deepen client relationships, and drive sales and revenue growth.
From the U.S., Canada the UK, Sheri has shared her expertise as an enterprise-level marketer and small business owner with enthusiastic and engaged audiences. She's always passionate about exploring new ways to help industry leaders broaden their sales reach and marketing effectiveness. Going beyond talking-head delivery, Sheri also consults with industry leaders and their teams on how to radically shift their approaches to attracting best-fit clients and drive sales and retention goals.
Firmly believing that leading with the heart instead of the head is the best path to sustainability and growth, her firm, Sheri Fitts & Co, is once again innovating financial services sales and marketing with digitalEQ™, a turnkey virtual sales and marketing solution that offers financial professionals the digital tools and technical command they need to evolve towards more empathetic and personalized client engagement.
Unlocking the Future: Harnessing ChatGPT and Beyond
AI will revolutionize the business landscape in ways akin to the transformative impact of the internet, redefining how we connect, communicate, and create value in a rapidly evolving digital world. In this hands-on session, we’ll delve into the incredible potential of ChatGPT, Otter AI, Jasper.AI, and other AI platforms - and how to use these tools as soon as tomorrow.
You’ll see real-world examples in action and reveal how AI technologies can boost various aspects of your...
The Differentiating Impact of Storytelling
Format: 60-minute presentation, 90-minute workshop, 3-hour master class (in-person or virtual)
This program is perfect for:
- financial professionals
- sales leaders & sales professionals
The power of storytelling is its ability to connect people on an emotional level…in essence, to think outside the brain in ways that can lead to peak performance, delighted clients and a differentiated...
Unleashing Emotional Intelligence: The Heartbeat of Sales Success
In our fast-paced, technologically advanced world of financial services, where algorithms and artificial intelligence reign supreme, it's easy to overlook the beating heart at the core of every successful transaction—the human element. However, in an industry where forging genuine connections and standing out in a sea of competitors is crucial, neglecting the emotional aspect can be a grave mistake.
Amidst the numbers and intricate solutions that define your firm, it's...
Seizing Opportunities with digitalEQ™
If emotional intelligence (EQ) is the ability to discern, comprehend and manage our own emotions as well those of others, digitalEQ is the ability to evolve and apply EQ through digital channels. DigitalEQ is Sheri's proprietary methodology at the intersection of emotional intelligence and digital influence. This hands-on workshop offers a deep dive into the digitalEQ playbook, ultimately culminating with each attendee crafting a personalized action plan. With facilitated discussions and...
Social Media 2.0 | LinkedIn Reboot: reinvigorate your presence and platform
Format: 60-minute Keynote, 90-minute workshop, 3-hour master class (in-person or virtual)
This program is perfect for:
- financial professionals
- sales leaders & sales professionals
LinkedIn is the world’s largest professional network, with nearly 800 million users in more than 200 countries. (The platform is also home to more than 57 million companies.)
Suffice it...
Out Care Your Competition: The Power of a Customer-Centric Brand
Think of today's great consumer brands - Apple, Starbucks, Zappos. These companies have profoundly shifted their focus from commodities (cell phones, coffee, shoes) to the customer for long-term sustainable competitive advantage. The "secret sauce" these companies are bottling is simple: they get personal and connect at a human level. They create fierce brand loyalty, and those ecstatic fans willingly refer new customers.
By focusing on exceeding expectations and "out-caring"...
Your Brand. Your Business. Your Bottom Line.
New financial services regulation has flattened the competitive landscape. Soon, every advisor will be a fiduciary and levelized comp the norm. Fees will be compressed as the robo-onslaught continues. This session will show you how to change the conversation by rethinking the power and value of brand.
Key benefits:
- Build brand equity by framing your value proposition in terms that elicit an emotional response to your brand in client...
Own Your Impact: A Virtual Leadership Workshop for Women
Are you ready to be purposeful about your camera confidence? Can you bring that confidence into your delivery and interactions - when there are zero social clues available in a virtual conversation?
Are you ready to use this time of change to step up your game and challenge yourself to Own Your Impact; intentionally, powerfully, purposefully.
Get ready to do just that! Join us for a different kind of virtual event. One specifically created for women. Of course, you'll learn...
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