Go LIVE! Tools, Tips, and Techniques for 401(k) 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 this three part series.
Fitts, 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.
Go LIVE! LinkedIn Tips Part 1
Essential live streaming tools and practical tips are explored in this initial session. Foundational strategies are discussed to help advisors elevate their virtual presence.
Go LIVE! LinkedIn Tips Part 2
Next, live streaming hacks and overlooked tactics are highlighted by Sheri and John. Key takeaways focused on what resonates most with today’s on-demand clients, ensuring advisors meet rising expectations.
Go LIVE! LinkedIn Tips Part 3
Finally, critical implementation and measurement strategies are addressed. Advisors are shown how to execute efficiently and how to track performance for stronger marketing impact.
https://www.linkedin.com/events/golive-tips-toolsandtechniquesf6932375358503591937/theater
See Also:
- Why Financial Advisors Need Personal Branding: Sheri Fitts
- Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401(k) Advisors
- How 401k Advisors Use LinkedIn For Sales and Marketing
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.
After 30+ years in retirement plan and wealth management, Sheri Fitts gained vast insight into what drives behavior. She see an industry that struggles to resonate with people because we don’t understand how to authentically connect and has made it her mission to amplify heart in financial services through its people (some of the best I know). Sheri believe 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 my highly personalized approach to helping financial professionals use technology and personal branding to increase efficiency and make unforgettable connections. Join me on this important journey.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
