Sheri Fitts Email & Phone Number

Portland, Or, Us

SWAY | 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.

Portland, Or, Us

In 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.

Portland, Or, Us

Women 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

Northbrook, Illinois, Us

Recruited 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.

San Diego, Ca, Us

Directing 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.

Portland, Oregon, Us

I 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.

Serve 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.

Minneapolis, Mn, Us

To 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.

National marketing for a software firm based in Beaverton, Oregon.