Sheri Fitts
CVH
CVP

Sheri Fitts

OR, US

11 reviews

11 verified

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.

11 reviews

11 verified

certified virtual presenter
certified virtual presenter

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.

Sheri 's Virtual Presenter Certificate

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.

Sheri 's Virtual Presenter Certificate

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...

Artificial Intelligence (AI)Entertainment-basedAudience ActivityEducational / InformativeStrategic PlanningMarketing

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...

MarketingSalesEmotional IntelligenceFinancial ServicesAudience ActivityTechnical / SpecificInspirational / Life-changing

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...

Emotional IntelligenceFinancial ServicesAudience ActivityEducational / InformativeInspirational / Life-changingMarketing

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...

MarketingSocial MediaEmotional IntelligenceAudience ActivityEducational / InformativeTechnical / SpecificInspirational / Life-changing

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...

MarketingSalesSocial MediaEmotional IntelligenceAudience ActivityEducational / InformativeTechnical / Specific

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"...

BrandingAudience ActivityEducational / InformativeTechnical / SpecificInspirational / Life-changing

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...
Financial ServicesAudience ActivityEducational / InformativeTechnical / SpecificInspirational / Life-changing

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...

Women in BusinessTechnical / SpecificInspirational / Life-changing
Sheri 's Virtual Presenter Certificate

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11 recommend Sheri

Post your own verified review when you hire this speaker through eSpeakers.

Broadridge

On-Site

M.B., Director, Broadridge
Verified @broadridge.com

Our team couldn't be more thrilled with Sheri’s session 'Unlocking the Future/ChatGPT’! The audience was on the edge of their seats during this highly interactive and engaging session; it received amongst the highest attendee ratings for the entire conference. Sheri had the foresight to suggest pivoting to this topic and it worked flawlessly – the room was packed on the last day with attendees engaged throughout the presentation. Many attendees wanted to connect with Sheri after the event, further demonstrating the impact and value of the session. This comment from an audience member sums it up perfectly: "Outstanding - what a dynamic and optimistic speaker. Great way to end the conference!!" Thank you, Sheri, for delivering such an outstanding and impactful session that left a lasting impression on our audience.

EPIC RPS

On-Site

G.C., Bank & Trust Sales Consultant, EPIC RPS
Verified @epicrps.com

Sheri provided a keynote address and workshop for our 150-person client event. Her willingness to customize materials, stay flexible, and deliver new content was well received by our clients. In addition to her keynote and workshop, she participated in all of the event activities, mingling with clients, over 4 days. Wow! I’ve never worked with another speaker who was as committed to our event’s success as Sheri. Thanks, Sheri, for making our event special and living up your slogan – be unforgettable. That your are

401k Exchange

On-Site

F.B., Founder & Executive Director, 401k Exchange
Verified @trauniversity.com

"…Sheri provided a well- rounded look at SEC and FINRA regulations surrounding social media and offered numerous tips and tricks for increasing traffic to advisor websites as well as the answer to, "Why should I care?" Sheri's presentation was entertaining, engaging and impactful."

Ascensus

On-Site

K.C., Executive Vice President, Ascensus
Verified @ascensus.com

"Thank you so much for everything that you did to help make last week's conference so successful. We have gotten some very, very positive feedback from both advisors and the DCIOs that were there —overwhelmingly positive. Your content, your presentation, your help with the event and the LinkedIn report cards were great. It couldn't have been the same event without you." 

401(k) Plan Professionals

On-Site

J.B., Managing Principal, 401(k) Plan Professionals
Verified @lpl.com

"Out of all the speakers that presented that day, Sheri received the highest remarks from the surveys. She has the ability to speak to large audiences and keep it fun and interesting. People really enjoy listening to her. She delivers valuable information in a fun manner."

Faieta & Associates

On-Site

D.F., Coaching and Training, Faieta & Associates
Verified @faieta-associates.com

"You knocked it out of the park this morning! I loved your information-rich, approachable, fresh presentation. Keep up the great work!"

American Century Investments

On-Site

G.K., Vice President, DCIO Division, American Century Investments
Verified @americancentury.com

"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!"

Transamerica Retirement Solutions

On-Site

D.J.R., CFP, SVP, TPA Channel Development and Distribution, Transamerica Retirement Solutions
Verified @Transamerica.com

"Sheri, thank you for your incredible insight, delivery and engagement during our whirlwind seven-stop roadshow for our Fuel Your Business program. The best part was how you facilitated interaction with the workshop attendees. It was amazing to see the majority of the room stand up when you asked if they were going to make a change based upon what they'd learned. Every event generated a buzz in the audience and all the content that you developed and delivered was very well received. You were great to work with!"

M Financial Group

On-Site

I.P., Manager, Retirement Services, M Financial Group
Verified @mfin.com

"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."

Ressourcement

On-Site

J.B., Founder & President, Ressourcement
Verified @ressourcementinc.com

"I go to a lot of conferences and I can honestly say that Sheri Fitts was the best speaker I've seen in years. She brought social media to life with relevant information specifically focused on its applicability in a business environment. She is engaging and interactive -- and a real expert in her field. I was so impressed, I hired her for one-on-one coaching."

The 401k Coach

On-Site

C.E., Founder, The 401k Coach
Verified @the401kcoach.com

"Sheri is a well-respected speaker and for years I'd heard about her information-packed presentations. I finally had the chance to see her in action. Wow! In a room packed to the walls, Sheri knocked her Creating a Standout Digital Brand presentation right out of the park. Advisors were lined up out the door to talk to her afterwards. Now she's lined up for several of our own upcoming events in person and online. I know my advisor clients will gain so much from her insight."