SHERI FITTS & CO.

Financial ServicesOregon, United States2-10 Employees

All business is personal. And digital is about people, not technology. Sheri Fitts, a financial services marketing, sales and brand guru, will radically transform the way you think about conducting in-person, and virtual, meetings and selling. A compassionate technologist, Sheri is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to helping wealth and plan advisors improve branding, marketing, virtual presentations and more. All with the purpose of creating more engagement with clients and prospects, and growing your bottom line.

Sheri has nearly 30 years of experience of helping financial services organizations deepen client relationships, and drive sales and revenue growth. From Utah to the UK, she has shared her expertise as an enterprise-level marketer and small business owner with in-person and virtual audiences. She’s passionate about exploring new ways to help industry leaders broaden their sales reach and effectiveness through virtual and other digital media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine how their next conversation will attract best-fit clients and drive sales and retention goals — and why leading with the heart instead of the head is the best path to sustainability and growth.

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