Go LIVE! Tools, Tips, and Techniques for 401k Advisors

In this mega-trending sea change to virtual work, presentations, and meetings, what do advisors need to know right now to delight plan sponsors and participants, grow revenue, and build their businesses?

How do advisors truly differentiate themselves in a crowded space within an increasingly commoditized money management space?

Live streaming is a simple and effective way to drive better engagement with their professional networks, and early adopters have a SIGNIFICANT advantage over their competition. 

Sheri Fitts, founder/CEO of Sheri Fitts & Co. outlined a number of tools for advisors to use in a fun and informative conversation with 401(k) Specialist’s John Sullivan in part one of the series.

Fitts, founder/CEO of Sheri Fitts & Co., a compelling public speaker and financial services marketing, sales, and brand guru, gave attendees ideas about what works, what doesn’t, and how to get the most from live streaming.

The innovative, three-part series takes place on LinkedIn LIVE, a live-streaming, video-based social media platform increasingly used by forward-thinking 401(k) advisors.

BE SURE TO CATCH THE NEXT TWO UPCOMING SESSIONS FOR INSIGHT THAT SETS YOU APART

Go LIVE! Tips – Tue May 10, 2022, 3:00pm – 4:00pm (EDT)

Join Sheri and John as they highlight the live streaming tips and hacks that busy advisors might overlook, and detail what resonates with today’s on-demand experience clients increasingly expect.

Go LIVE! Techniques – Tue May 24, 2022, 3:00pm – 4:00pm (EDT)

Now that the critically important tools and tips have been covered, how are they efficiently implemented and measured? Join Sheri and John to learn how to best execute for maximum marketing impact. 

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