Browsing Tag
Sheri Fitts
13 posts
Sheri Fitts is a dynamic entrepreneur, keynote speaker, and branding expert with over 30 years in financial services marketing—especially in 401(k) and advisor branding. She founded and leads SWAY | LIVE, a unique annual conference helping financial professionals amplify their personal brands through storytelling, emotional connection, and thought leadership. SWAY Live emphasizes human-centered marketing, digitalEQ®, and giving practitioners practical tools to elevate influence, engagement, and career impact. (sherifitts.com, audible.com, sherifitts.com)
A Decade of 401(k) Specialist: From Upstart to Industry Voice
Ten years ago, we set out to provide the best information and resources available to help retirement plan advisors improve the retirement outcomes of Americans. Today, it stands as the industry’s leading independent voice—built on belief, storytelling, and support from partners who share the mission.
Kitces Reveals Best Financial Advisor Conferences to Attend in 2026
Relative newcomers Horizons and SWAY | LIVE among retirement-focused events highlighted in famed advisor's annual list
Marketing Insights Learned, Myths Busted at SWAY | LIVE
A small sampling of the email, video and LinkedIn tips shared with event attendees this week in Milwaukee
Why Financial Advisors Need Personal Branding: Sheri Fitts
Sheri Fitts talks about the need for and importance of personal branding among 401(k)-focused financial advisors.
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
Why 401(k) Advisors Should Absolutely Create Social Media Content
Focus on what works best for you—market like the firm you want to be
Go LIVE! Tools, Tips, and Techniques for 401(k) Advisors
What are the benefits of Live Streaming and how can advisors set themselves apart? Social media marketing maven Sheri Fitts clues us in
Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401(k) Advisors
Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant,…
Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit
'Imagine having your own television channel, radio show, and podcast'
6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k) 2020 Digital Series
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to…