Browsing Tag
SWAY Live
18 posts
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
October 27, 2025
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
August 6, 2025
SWAY | LIVE 2025 Heads to Milwaukee
The event aims to connect 401(k) industry professionals with personal branding and marketing strategies
August 1, 2025
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.…
June 16, 2025
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.
May 8, 2023
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
May 3, 2023
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
October 11, 2022
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
May 4, 2022
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,…
April 11, 2022
Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit
'Imagine having your own television channel, radio show, and podcast'
April 3, 2022