Accelerate digitalEQ® in your practice and organization with tailored solutions and resources that harness the power of technology through people centric strategies.
People make financial decisions based on emotion, not reason. While financial professionals often lead with their knowledge, it’s emotional connections that truly set them apart. In our AI-driven, algorithm-first, digital world, we must out care—not just outthink—the competition. Emotional Intelligence (EQ) through digitalEQ® helps you leverage technology and your personal brand to truly connect—on a human level — and grow both yourself and your business.
DigitalEQ®, the understanding and application of emotional intelligence (EQ) in the digital space, helps financial professionals connect with clients on a deeper, more empathetic level. In an increasingly digital world, where personal interactions are often mediated by technology, mastering digitalEQ® is essential. It enables financial professionals to build trust, foster meaningful relationships, and enhance client loyalty—all while staying authentic and responsive. By leveraging digitalEQ®, financial professionals can create emotionally resonant connections that drive long-term success in a competitive market. It’s time to out care the competition.
After 30+ years in retirement plan and wealth management, Sheri gained vast insight into what drives behavior. She sees an industry that struggles to resonate with people because we don’t understand how to authentically connect. She has made it her mission to amplify heart in financial services through its people (some of the best she knows). She believes we can harness the power of emotional connection to build trust, ensure meaningful engagements, propel business and the financial confidence of clients. digitalEQ® (Digital Emotional Intelligence), is her highly personalized approach to helping financial professionals use technology and personal branding to increase efficiency and make unforgettable connections.
Keynotes, Workshops, and Webinars – Virtually or In-Person, for Teams or Individuals
3-Part Program Example
It was a fun presentation packed with incredibly useful information. Every financial services professional should learn this stuff!
G.K., Vice President DCIO Division of Leading Asset Management Firm
A Partial List of Sherri’s Clients
Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales and brand guru whose mission is to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line. Her deep expertise in the retirement plan and wealth management industries, gained over nearly 30 years on both the buy and sell side as well as starting two companies, gives her special insight into what drives investor behavior and sales. Her latest industry innovation, digitalEQ™ (Digital Emotional Intelligence), is Sheri’s highly personalized approach to individuals and organizations be unforgettable with thought leadership, branding, marketing, presentations and more.
In 2016, Sheri authored and published Deconstructing Digital: Simple Ways to Connect with Your Next-Generations Financial Clients, a guide for advisors to navigating the digital realm. And, as the host of the Women Rocking Wall Street podcast, Sheri is championing diversity, gender pay parity and the critical need to include women in corporate boardrooms.
A compassionate technologist and entrepreneur (since age five, when she made and marketed her own rose-scented perfume door-to-door), Sheri is leading the way forward to bring feelings
and emotions to financial services—the key to reimaging how advice can be delivered to more people, many of whom need guidance. For a large part of her young life, and as a young single mom, Sheri struggled with financial insecurity. Sheri became a graphic designer at an investment advisory firm in the 1990s and saw for the first time how the financial services industry can make a real difference in people’s lives. She realized her life’s work was to get the word out that everyone needs a better relationship with money.
Sheri, her husband Greg and their Newfie, Fezzig Andre Fitts-Haworth (yes,The Fezzig from Princess Bride!), love exploring the outdoors in Portland and the Pacific Northwest. Sheri takes r regular morning walks up Mount Tabor Park (an extinct volcano), casing the farmers’ markets and cooking something delicious, stand-up paddle boarding, Pilates, and working in fused glass in her art studio are her passions. And coffee, made just so. Creativity and exploration are what drives her.
In a landscape where digital transformation is no longer a choice but a necessity, the real differentiator is not just the technology you deploy but how you connect with the people who use it. As businesses race to implement AI and automation, a critical question arises: Are we losing the human touch? Sheri Fitts, a pioneer at the intersection of digital influence and emotional intelligence, believes that technology should amplify human connection, not replace it.
With her innovative methodology—digitalEQ®—Sheri offers a fresh perspective on blending emotional intelligence with digital strategies to create customer experiences that are not only seamless but profoundly engaging.
Session Objectives
Key Takeaways
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 essential to remember that your clients are not mere data points; they are emotional beings. Their decisions are influenced not only by logical reasoning but also by how they feel. Understanding this is the key to unlocking your true potential, and that’s where emotional intelligence (EQ) comes into play.
Join us in this enlightening session as we unravel a practical framework for integrating EQ into your client and prospect interactions. By doing so, you will differentiate your firm, forge stronger connections, cultivate lasting relationships, and propel your success.
AI is revolutionizing the business landscape, transcending boundaries and unlocking a world of limitless possibilities. Similar to the transformative impact of the internet, AI will redefine how we connect, communicate, and create value in our rapidly evolving digital era. Join us in this immersive, hands-on, session where we will dive into the incredible potential of ChatGPT and other AI platforms. Discover how these tools can be harnessed as early as tomorrow, witness real-world examples in action, and explore how AI technologies can elevate various aspects of your practice.
Welcome to the Brand Revolution Workshop, where transformation isn’t just promised; it’s delivered. This session, led by Sheri Fitts, is designed for financial professionals ready to revolutionize their professional image and catalyze dynamic growth in their business.
At the heart of this workshop is transformation—of your personal brand, your market approach, and your business outcomes. We’ll begin by deconstructing outdated perceptions and reconstructing a brand that reflects your true professional identity and core values. This isn’t about minor tweaks of colors and logos; it’s about a foundational overhaul that will set you apart in a saturated market.
You’ll learn how to articulate your unique value proposition clearly and compellingly, ensuring that every client interaction amplifies your expert status and draws in your target audience. We’ll dive into strategies that enhance your visibility and establish you as the thought leader you are meant to be. By the end of our time together, you will have a roadmap to elevate your influence and drive meaningful engagement with clients and peers alike.
Prepare to challenge the status quo and embrace bold new strategies that will not only attract your ideal clients but also foster lasting relationships built on trust and expertise. Join us for the Brand Revolution Workshop and experience the power of a truly transformative personal branding strategy that will not just meet but exceed your professional aspirations.
Unlock the potential of your brand; transform your busines
In this unique series, we will dive deep into a variety of AI applications and outcomes, ensuring each session is not only a part of the cohesive series but also stands out as an impactful learning experience in itself.
Part One: The Future of Client Connections – AI-Driven Marketing and Communications
Explore the transformative power of AI in marketing and communication strategies. This foundational session will focus on how AI can personalize client interactions, optimize marketing campaigns, and enhance digital communications. Attendees will learn about practical AI tools that can be implemented to streamline content creation, analyze prospect sentiment for deeper insights, and ultimately forge stronger connections with clients.
Part Two: RFP Innovation – AI for Precision and Efficiency
Discover how AI can bring about unmatched precision and efficiency into your RFP process. We will examine how artificial intelligence can automate and optimize the RFP answer process, reduce turnaround times, and tailor responses to prospective clients with remarkable accuracy.
Part Three: Support Reimagined – AI as the Backbone of Customer Service
Learn how AI is redefining customer support. We will share a variety of AI-platforms and how they power chatbots and support tools. Discussion will include implementing AI in a way that complements the human touch, ensuring a seamless support experience.