Previewing SWAY | LIVE 2025 with Sheri Fitts
The third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing.
UPDATE: SWAY | LIVE 2025 Heads to Milwaukee
Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why the event welcomes a broad mix of professionals.
For more information about SWAY | LIVE, check out the event website here: https://swaylive.sherifitts.com/SWAYLIVE25
Key Insights:
Unique, Non-Corporate Programming
Unlike standard financial events, Sway Live includes sessions on emotional intelligence, storytelling, art, and even breathwork—designed to inspire attendees to reconnect with purpose and creativity in their roles.
SWAY | LIVE Focuses on Personal Branding for Financial Advisors
SWAY | LIVE, returning for its third year, stands out by emphasizing human connection, storytelling, and personal brand development—key elements often missing from traditional retirement industry conferences.
Cross-Industry and Next-Gen Engagement
The event attracts a diverse group of retirement plan professionals, including advisors, TPAs, recordkeepers, and next-gen talent. It fosters career transformation and encourages attendees to explore deeper personal and professional potential.
More from Sheri Fitts:
Why Financial Advisors Need Personal Branding: Sheri Fitts
Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401(k) Advisors
Go LIVE! Tools, Tips, and Techniques for 401(k) Advisors
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
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.
