(844) 746-3348shoefitts.com

2420 NE Sandy Boulevard #102Portland, OR 97232

Do you want your next event to be one of the “most talked about” experiences? Is your audience desperate to find new

ways to grow their businesses easily? Are they struggling to get their arms around social selling in today’s digital world?

Then hit that “Book Sheri” button today!

Sheri Fitts is a celebrated and widely recognized speaker, financial industry influencer, podcast host, author, and founder of

ShoeFitts Marketing. She brings over 25 years of experience in the financial services marketplace to your table. As a speaker

and marketer, she shares her own successes and strategies, plus those difficult but highly valuable “learning moments.”

Sheri FittsFinancial Industry Influencer

I’ll tell you everything I know.

I keep it real and make it stick.

I make it unforgettable.

“Sheri, thank you for your

incredible insight, delivery and

engagement during our whirlwind

seven-stop roadshow for our

Fuel Your Business program. The

best part was how you facilitated

interaction with the workshop

attendees. It was amazing to see

the majority of the room stand

up when you asked if they were

going to make a change based

upon what they’d learned. Every

event generated a buzz in the

audience and all the content that

you developed and delivered was

very well received. You were great

to work with!”

— Deborah Rubin, CFP

SVP, TPA Channel Development

and Distribution

Transamerica Retirement Solutions

“Sheri, your presentation Social

Selling Can Skyrocket Your

Business was a true highlight at

our recent event. The audience

gave you rave reviews — ‘Sheri

presented extraordinary content

and demonstrated excellent

presentation skills!’ ‘Her insights

on social selling were motivating

and her ideas will help our firm

keep up with the times.’ ‘Sheri’s

session was the most immediately

actionable!’ — You really know

your stuff and have an incredible

ability to involve the whole group.

We can’t wait to book you again.”

— Ivana Polonijo

Manager, Retirement Services

M Financial

“Thank you so much for everything

that you did to help make last

week’s conference so successful.

We have gotten some very, very

positive feedback from both

advisors and the DCIOs that were

there — overwhelmingly positive.

Your content, your presentation,

your help with the event and the

LinkedIn report cards were great. It

couldn’t have been the same event

without you.”

— Kathleen Connelly

Executive Vice President

Ascensus

Speaker. Consultant. Idea Scientist.

Marketing

Deconstructing DigitalHear how to effectively and efficiently promote, attract and engage with your clients in the

digital space.

Marketing is MathematicalUnderstand the mathematics of marketing and how to use them to kick start your firm’s marketing process and multiply your opportunities.

What Your Audience Can Expect

Sheri Fitts’ areas of expertise include building personal and business brands, and creating smart marketing and social media

programs to attract more business and increase revenue. She also helps her clients understand investor and participant

behavior, and offers productivity tips to help you keep everything in balance.

Sheri engages audiences by sharing stories of her own experiences and experiments, successes and learning moments,

weaving humor and sincerity into her delivery. She is a frequent speaker at events organized by broker/dealers, financial

advisors, recordkeeping firms, third party advisors, DCIO providers, national and regional associations, and other financial

services organizations. She can offer presentations as keynote addresses, breakout sessions, webinars, daylong boot camps,

or customized training series…you name it, she’ll customize it.

Check out Sheri’s video clips and more information at sherifitts.com.

Social Media

Ready, Set, SocialDiscover how to integrate social media into day-to-day outreach efforts, truly engage within the social sphere and optimize your relationships with

prospects and clients.

Social SellingDiscover how to integrate social media into day-to-day outreach efforts, truly engage within the social sphere and optimize your relationships with prospects and clients.

401(k) & Participant Behavior

Getting Generational Understand how various generations view their work and lives when it comes to retirement planning, and how to effectively transcend and

engage these generational differences.

Changing Participant BehaviorExplore participant behavior and get people to sign up, save more and make smart investment decisions with behavior design and finance concepts.

Your Personal Brand

Networking 2.0Learn how to launch an effective Networking 2.0 game plan — one that will help build credibility, develop relationships and stay connected!

Branding

Your Brand. Your Business.

Your Bottom Line.Get the secret code behind a passion-powered brand and how it can help increase your bottom line and become more meaningful to your clients.

Productivity

Surviving the Over-Wired WorldSheri provides you tools and coping mechanisms to successfully balance use of your demanding-yet-valuable technology and your need for peace in a distraction-free space. Thriving in the overwired world means focus.

Some of Sheri’s most popular talks include the following:

Accolades & Recognition

401kWire Top Influencer, 2013 and 2014

Plan Sponsor Council of America

Pensions and Investments

National Association of Government Defined Contribution Administrators

International Association of Business Communicators

As a speaker and marketer, Sheri has shared her successes and strategies with these organizations and many more:

Schedule now for conferences, company meetings and workshops. Visit sherifitts.com to request more information.

Make Your Event Unforgettable: Book Sheri!

“I really enjoyed Sheri Fitts presentation at the Western Pension and Benefits

Conference event. She provided great insights about how professionals can improve

their networking both online and off. And, even more importantly, focused on how

to plan and implement the ideas she presented. It was a fun presentation packed

with incredibly useful information. Every financial services professional should learn

this stuff!

— Greg Koleno

Vice President, DCIO Division

American Century Investments

(844) 746-3348shoefitts.com2420 NE Sandy Boulevard #102Portland, OR 97232

ECOURSE

Social Selling for Financial Advisors is a powerful ten-module course packed with resources, hands-on instruction and videos

that are easy to access and implement immediately — right from the first module! There are more than 30 videos and each

unit within the course focuses on a specific piece of the social selling puzzle. Social Selling for Financial Advisors (also perfect

for other financial professionals) is a powerful ten-module course packed with resources, hands-on instruction and videos that

are easy to access and implement immediately right from the first module! Each and every unit within the course focuses

on a specific piece of the social selling puzzle. Social Selling for Financial Advisors will teach how to exponentially grow your

network, magnify your ability to influence prospects and clients, and enhance your personal and business brand.

EBOOK

Sheri’s successful eBook, 100 Tips for Social Media Success, offers tips and tricks for entering the digital conversation

effectively, efficiently, and completely in compliance.

PODCAST

From the teller window to the corner office women in finance mean business. Sheri reveals their stories and top tips in

Women Rocking Wall Street weekly podcast. This podcast brings kick-aspirational stories to women looking for mentorship

and the courage to blaze their own trail in the male-dominated financial services industry.

Listen in at womenrockingwallstreet.com.

MONTHLY DIGITAL MARKETING PROGRAM

We know time is vital and you want to focus on bringing value to your clients. You don’t have the hours to research, write and

create content that will engage potential clients and be devoured by your readers. The ShoeFitts team does all that hard work

for you with Ready, Set, Sell. Each month, you’ll receive meaningful, plan sponsor-focused content, ready-made e-newsletters,

social posts and all the instructions you need to get the content out. Ready, Set, Sell gives you content creation, compliance

changes, website uploads, email newsletters and social updates each month so your digital presence is automated.

Sheri delivered an inspiring session on the last day of our signature client event that

was thought-provoking and impactful. Even though she was speaking to a diverse

audience of professionals, Sheri was able to grab their attention and offer practical

examples for how to survive in today’s digital world. It didn’t matter what their back-

ground or industry, everyone in the audience took away several actionable steps. Her

‘survival guide’ was a great takeaway.”

— Pat Advaney

Senior Vice President Customer Experience

Transamerica Investments & Retirement

ShoeFitts Marketing

Sheri Fitts’ Portland, Oregon-based company is a consulting organization at heart, drawing on decades of

experience in the financial services marketplace to identify, create, and implement inspired marketing and social

media strategies and solutions for its clients.

(844) 746-3348shoefitts.com2420 NE Sandy Boulevard #102Portland, OR 97232 Make Your Event Unforgettable: Book Sheri!