Sheri Fitts Email and Phone Number
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💜 𝗩𝗶𝘀𝗶𝗼𝗻: 𝗔𝗺𝗽𝗹𝗶𝗳𝘆 𝘁𝗵𝗲 𝗵𝗲𝗮𝗿𝘁 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀.🔥 𝗠𝗶𝘀𝘀𝗶𝗼𝗻: 𝗖𝗮𝘁𝗮𝗹𝘆𝘇𝗲 𝗱𝗲𝗲𝗽𝗲𝗿, 𝗵𝘂𝗺𝗮𝗻-𝗰𝗲𝗻𝘁𝗿𝗶𝗰 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝗮𝗻𝗱 𝗳𝗶𝗿𝗺𝘀, 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗿𝗲𝘀𝘂𝗹𝘁𝘀.I was raised in a family ravaged by substance abuse, financial instability was a constant. As a single mom, I found myself facing the same issues - which I was determined to change for my son. As a result, I joined an investment advisory firm as a graphic designer, creating 401k education materials. It was also where I began learning about behavioral finance and how emotions impact decisions.𝗪𝗵𝗮𝘁 𝗜 𝗸𝗻𝗼𝘄 𝗳𝗼𝗿 𝗰𝗲𝗿𝘁𝗮𝗶𝗻? Trust, our shared currency, flourishes when we openly share our emotional selves in all the ways we show up. (Yes, even in our marketing and branding.) My methodology digitalEQ™️ - at the intersection of emotional intelligence and digital influence - helps financial professionals build trust and convert clients by embracing authenticity, vulnerability and stories.𝗧𝗵𝗿𝗲𝗲 𝘄𝗼𝗿𝗱𝘀 𝘁𝗵𝗮𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗯𝗲 𝗺𝗲: 𝗩𝗶𝘀𝗶𝗼𝗻𝗮𝗿𝘆, 𝗖𝗿𝗲𝗮𝘁𝗶𝘃𝗲, 𝗜𝗺𝗽𝗮𝗰𝘁𝗳𝘂𝗹 My 30 years in financial services provides a foundation of knowledge, experience and expertise that creates magic. 🦄 My work focuses on three core offerings:⭐️ 𝗚𝗹𝗼𝗯𝗮𝗹 𝗞𝗲𝘆𝗻𝗼𝘁𝗲 𝗦𝗽𝗲𝗮𝗸𝗶𝗻𝗴: High-energy keynotes and deep dive workshops that resonate and inspire financial professionals and leaders.⭐️ 𝗦𝗪𝗔𝗬 | 𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲: A purpose-built community helping professionals build thought leadership-driven personal brands aiming to change the lives of 1 million people. This now includes the first ever conference focused on personal branding and thought leadership: SWAY | LIVE. ⭐️ 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀: Limited engagements addressing marketing, branding, client relationship building, and revenue growth acceleration.Inspiration:• Life shrinks or expands according to one's courage. ~ Anais Nin• Find out who you are and do it on purpose. ~ Dolly Parton• Do. Or Do Not. There Is No Try. ~ YodaLet's have a conversation and uncover how I can support you or your organization in amplifying hearts, forging meaningful connections and driving success.
Sheri Fitts & Co.
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Sway | LiveSheri Fitts & Co. Aug 2023 - PresentPortland, Or, UsSWAY | LIVE is the financial services industry's first ever conference dedicated to helping you create a purpose-driven personal brand fueled by thought leadership.Attendees used words such as "transformative," "heart expanding," "authenticity on steroids," and more. Wondering what all the fuss is about? Schedule a call and we can talk about how you wish to be seen by others in the industry - and what you can do about it. Now slated as an annual event, this one-of-a-kind conference is focused on diving deep into what makes you unique - and how to use that uniqueness to stand out and be distinctive.
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Keynote Speaker | Event Creator | Entrepreneur | MisfitSheri Fitts & Co. Dec 2012 - PresentPortland, Or, UsIn the current disruptive sea change that’s happening across the financial servicesindustry, every interaction with clients and prospects is taking on new urgency,whether conducted in person or virtually. I am 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. As an internationally recognized speaker, success coach, social media strategy author (Deconstructing Digital), and pioneering developer of digital emotional intelligence (digitalEQ™), I've helped financial services and fintech firms build brands, deepen client relationships, and drive sales and revenue growth.From Utah to the UK, I have shared my expertise as an enterprise-level marketer and small business owner with enthusiastic and engaged audiences. I am passionate about exploring new ways to help industry leaders broaden their sales reach and marketing effectiveness. Going beyond talking-head delivery, I consult with industry leaders and their teams on how to radically shift their approaches to attracting best-fit clients and drive sales and retention goals.
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Host And CreatorSheri Fitts & Co. Dec 2015 - Mar 2020Portland, Or, UsWomen Rocking Wall Street was a podcast dedicated to increasing the ranks of female leaders in financial services. Each episode featured women -- and men -- who work, research and disrupt our industry. #diversityandinclusion
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Chief Marketing OfficerSheridan Road Financial Feb 2016 - Jan 2020Northbrook, Illinois, UsRecruited to build a national brand and introduce exciting new products that fulfill customer needs and enhance brand prestige, I evolved the organization from a dated BtoB operation, transforming it into a modern BtoC brand. I expertly promote offerings/events, maximize marketing ROI, and capitalize on opportunities to more efficiently acquire/retain customers. By improving RFP response and pitch materials, I support sales. I also monetize the participant experience through financial education/wellness initiatives. While doing so, I manage a nearly $1 million budget and a marketing associate. DELIVERED RESULTS:► Raising $850,000 through industry/strategic partnerships after building and leveraging superior brand reputation and strong professional relationships. Revamping the strategic partner program.► Upgrading 23 events in 2018 alone, significantly improving event management and branding. Flawlessly executing the industry-leading Kohler 2018 Conference, considered to be one of the 401(k) industry’s best, most unique conferences.► Expanding digital reach to 20,000 readers while launching financial wellness offering; playing a key leadership role in its successful introduction. -
Vice President Of Advisor MarketingLpl Financial Jan 2011 - Nov 2012San Diego, Ca, UsDirecting all marketing for LPL’s retirement plan channel, I leveraged considerable expertise in the 401(k) arena to steer/optimize LPL’s retirement plan marketing channel. I managed a national territory and a $500,000+ marketing budget. Serving as a highly active marketing liaison for the retirement plan industry, I helped attract top-tier advisor talent and supported recruiting efforts by holding training/speaking sessions. I led the creation and integration of advisor solutions, products, and distribution/sales strategy.DELIVERED RESULTS:► Creating a one-stop shop for advisors to learn about 401(k) plans. Designing a retirement plan advisor education/marketing web portal.► Preparing advisors for the DOL 408(b)(2) and 404(a)(5) fee disclosure requirements. Developing readiness and outreach campaign, including marketing materials, comprehensive advisor training, practice management resources, plan sponsor communication materials, and executable growth strategies/tools.► Playing a leading role in developing the go-to-market strategy for LPL’s financial wellness solution – a $7+M project.► Developing an extensive participant education library, sponsor outreach program, and advisor training/resources. -
Director Of Communication And Large Plan SalesThe Standard Nov 2006 - Jan 2011Portland, Oregon, UsI provided strategic leadership, vision, and marketing tools that emboldened the Retirement Plan division and field sales team. While overseeing print and digital marketing communications, media/public relations, partner training, and event planning, I started and cultivated lasting/profitable partnerships with plan sponsors and participants. I delivered compelling presentations at national/regional conferences and strengthened relationships with channel partners during executive events, tradeshows, and consultations. While doing so, I shared insights regarding retirement plan marketplace, behavioral finance, social media best practices, and emotional engagement for employee education.DELIVERED RESULTS:► Creating and launching The Standard’s first value-added services for channel partners. Developing marketing toolbox and bi-weekly webinar series for advisors.► Devising a post M&A communication strategy for $85 million retirement plan migration. Holding a national series of client/producer focus groups to vet strategy and creating training to ensure consistent messaging across enterprise and channel partners.► Starting the highly attended annual advisor council meeting, The Power of Partnership, onboarding speakers nationwide, securing sponsors, creating the agenda, and producing collateral materials. ► Being invited as speaker and subject-matter expert at Plan SponCouncil of America (PSCA), American Society of Pension Professionals and Actuaries (ASPPA), PLANADVISER National Conference, and many other national/regional events. -
President/DirectorPortland Female Executives Jan 2004 - Dec 2007Serve in the capacity of Director for Portland's premier group serving women in the business community. Act as Board Chair,developing vision and assisting other Board members with roles and responsibilities. Assist with fund-raising, sponsorship and on-going marketing efforts.
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Vice President, Business Development OfficerU.S. Bank, Inst. Trust & Custody Apr 2004 - Nov 2006Minneapolis, Mn, UsTo effectively promoted investment management, employee benefits, and cash management services to local corporations, institutions, foundations, and government entities, I developed Industry Insights, a series of educational seminars for prospects and clients. I generated sales, marketing, client retention, and new business development plans. I also represented the company as speaker/presenter at many industry conferences and events.DELIVERED RESULTS:► Increasing business opportunities by 75%+ in first 18 months and driving 50% revenue increase year-over-year.► Expanding into a national prospect base within 2 issues of creating Retirement Resource e-newsletter series.► Leading the West-Coast Region by obtaining 700,000 members in 1st-ever Health Savings Account solution. -
Marketing DirectorAxium 2004 - 2005National marketing for a software firm based in Beaverton, Oregon.
Sheri Fitts Skills
Sheri Fitts Education Details
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Marylhurst UniversityBehavioral Economics
Frequently Asked Questions about Sheri Fitts
What company does Sheri Fitts work for?
Sheri Fitts works for Sheri Fitts & Co.
What is Sheri Fitts's role at the current company?
Sheri Fitts's current role is Card-carrying misfit with a big 💜 My mission is to help purpose-driven financial pros find their voice and make a dent in the universe! Join us at SWAY | LIVE 25!.
What is Sheri Fitts's email address?
Sheri Fitts's email address is sh****@****ail.com
What is Sheri Fitts's direct phone number?
Sheri Fitts's direct phone number is +150331*****
What schools did Sheri Fitts attend?
Sheri Fitts attended Marylhurst University.
What are some of Sheri Fitts's interests?
Sheri Fitts has interest in Human Rights, Environment, Arts And Culture, Education.
What skills is Sheri Fitts known for?
Sheri Fitts has skills like Marketing Communications, Strategy, Social Media Marketing, Marketing, Strategic Partnerships, Social Media, Retirement, Marketing Strategy, Public Speaking, Leadership, Social Networking, 401k.
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