(844) 746-3348shoefitts.com
2420 NE Sandy Boulevard #102Portland, OR 97232
Do you want your next event to be one of the “most talked about” experiences? Is your audience desperate to find new
ways to grow their businesses easily? Are they struggling to get their arms around social selling in today’s digital world?
Then hit that “Book Sheri” button today!
Sheri Fitts is a celebrated and widely recognized speaker, financial industry influencer, podcast host, author, and founder of
ShoeFitts Marketing. She brings over 25 years of experience in the financial services marketplace to your table. As a speaker
and marketer, she shares her own successes and strategies, plus those difficult but highly valuable “learning moments.”
Sheri FittsFinancial Industry Influencer
I’ll tell you everything I know.
I keep it real and make it stick.
I make it unforgettable.
“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!”
— Deborah Rubin, CFP
SVP, TPA Channel Development
and Distribution
Transamerica Retirement Solutions
“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.”
— Ivana Polonijo
Manager, Retirement Services
M Financial
“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.”
— Kathleen Connelly
Executive Vice President
Ascensus
Speaker. Consultant. Idea Scientist.
Marketing
Deconstructing DigitalHear how to effectively and efficiently promote, attract and engage with your clients in the
digital space.
Marketing is MathematicalUnderstand the mathematics of marketing and how to use them to kick start your firm’s marketing process and multiply your opportunities.
What Your Audience Can Expect
Sheri Fitts’ areas of expertise include building personal and business brands, and creating smart marketing and social media
programs to attract more business and increase revenue. She also helps her clients understand investor and participant
behavior, and offers productivity tips to help you keep everything in balance.
Sheri engages audiences by sharing stories of her own experiences and experiments, successes and learning moments,
weaving humor and sincerity into her delivery. She is a frequent speaker at events organized by broker/dealers, financial
advisors, recordkeeping firms, third party advisors, DCIO providers, national and regional associations, and other financial
services organizations. She can offer presentations as keynote addresses, breakout sessions, webinars, daylong boot camps,
or customized training series…you name it, she’ll customize it.
Check out Sheri’s video clips and more information at sherifitts.com.
Social Media
Ready, Set, SocialDiscover how to integrate social media into day-to-day outreach efforts, truly engage within the social sphere and optimize your relationships with
prospects and clients.
Social SellingDiscover how to integrate social media into day-to-day outreach efforts, truly engage within the social sphere and optimize your relationships with prospects and clients.
401(k) & Participant Behavior
Getting Generational Understand how various generations view their work and lives when it comes to retirement planning, and how to effectively transcend and
engage these generational differences.
Changing Participant BehaviorExplore participant behavior and get people to sign up, save more and make smart investment decisions with behavior design and finance concepts.
Your Personal Brand
Networking 2.0Learn how to launch an effective Networking 2.0 game plan — one that will help build credibility, develop relationships and stay connected!
Branding
Your Brand. Your Business.
Your Bottom Line.Get the secret code behind a passion-powered brand and how it can help increase your bottom line and become more meaningful to your clients.
Productivity
Surviving the Over-Wired WorldSheri provides you tools and coping mechanisms to successfully balance use of your demanding-yet-valuable technology and your need for peace in a distraction-free space. Thriving in the overwired world means focus.
Some of Sheri’s most popular talks include the following:
Accolades & Recognition
401kWire Top Influencer, 2013 and 2014
Plan Sponsor Council of America
Pensions and Investments
National Association of Government Defined Contribution Administrators
International Association of Business Communicators
As a speaker and marketer, Sheri has shared her successes and strategies with these organizations and many more:
Schedule now for conferences, company meetings and workshops. Visit sherifitts.com to request more information.
Make Your Event Unforgettable: Book Sheri!
“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!
— Greg Koleno
Vice President, DCIO Division
American Century Investments
(844) 746-3348shoefitts.com2420 NE Sandy Boulevard #102Portland, OR 97232
ECOURSE
Social Selling for Financial Advisors is a powerful ten-module course packed with resources, hands-on instruction and videos
that are easy to access and implement immediately — right from the first module! There are more than 30 videos and each
unit within the course focuses on a specific piece of the social selling puzzle. Social Selling for Financial Advisors (also perfect
for other financial professionals) is a powerful ten-module course packed with resources, hands-on instruction and videos that
are easy to access and implement immediately right from the first module! Each and every unit within the course focuses
on a specific piece of the social selling puzzle. Social Selling for Financial Advisors will teach how to exponentially grow your
network, magnify your ability to influence prospects and clients, and enhance your personal and business brand.
EBOOK
Sheri’s successful eBook, 100 Tips for Social Media Success, offers tips and tricks for entering the digital conversation
effectively, efficiently, and completely in compliance.
PODCAST
From the teller window to the corner office women in finance mean business. Sheri reveals their stories and top tips in
Women Rocking Wall Street weekly podcast. This podcast brings kick-aspirational stories to women looking for mentorship
and the courage to blaze their own trail in the male-dominated financial services industry.
Listen in at womenrockingwallstreet.com.
MONTHLY DIGITAL MARKETING PROGRAM
We know time is vital and you want to focus on bringing value to your clients. You don’t have the hours to research, write and
create content that will engage potential clients and be devoured by your readers. The ShoeFitts team does all that hard work
for you with Ready, Set, Sell. Each month, you’ll receive meaningful, plan sponsor-focused content, ready-made e-newsletters,
social posts and all the instructions you need to get the content out. Ready, Set, Sell gives you content creation, compliance
changes, website uploads, email newsletters and social updates each month so your digital presence is automated.
Sheri delivered an inspiring session on the last day of our signature client event that
was thought-provoking and impactful. Even though she was speaking to a diverse
audience of professionals, Sheri was able to grab their attention and offer practical
examples for how to survive in today’s digital world. It didn’t matter what their back-
ground or industry, everyone in the audience took away several actionable steps. Her
‘survival guide’ was a great takeaway.”
— Pat Advaney
Senior Vice President Customer Experience
Transamerica Investments & Retirement
ShoeFitts Marketing
Sheri Fitts’ Portland, Oregon-based company is a consulting organization at heart, drawing on decades of
experience in the financial services marketplace to identify, create, and implement inspired marketing and social
media strategies and solutions for its clients.
(844) 746-3348shoefitts.com2420 NE Sandy Boulevard #102Portland, OR 97232 Make Your Event Unforgettable: Book Sheri!