How Far Behind Are 401(k) Advisors with Social Media Marketing?

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.

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.