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