Sheri Fitts Brand-Business-Bottomline

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©2016 ShoeFitts Marketing. All rights reserved. The new Department of Labor regulation has flattened the competitive landscape. Soon, every advisor will be a fiduciary. Levelized comp will be the mainstay. Fees will be compressed as a result of additional scrutiny. Moreover, the onslaught of robo-advisors will drive the perception of commoditization even further. The new world order demands that advisors clearly define how their value and services meet client objectives and goals. The clock is ticking and now is the time to shift perceptions of what branding is and what branding and client experience will be in the future. The keynote, Your Brand. Your Business. Your Bottom Line. is designed to kick start those conversations and drive a revitalized brand. Your Brand. Your Business. Your Bottom Line. A keynote presentation that demonstrates relevant ways advisors can become a brand in demand and not just another fiduciary. Advisors Learn How To: Use the DOL fiduciary regulation to their benefit Discover the intersection of brand and the perceived value of their services Understand the secret code behind a passion-powered brand Generate deeper client relationships and new business through branding Develop a workable plan for creating a unique brand Grow their sales and bottom line with effective branding Perceived Value Designing a logo and putting up a website won’t cut it anymore. Advisors must rethink their brand identity and the perceived value of their brand. Years ago, organizations owned their brand message and dictated how clients saw and heard their message. No longer. Today, clients and prospects conduct internet research and determine the flow of information. Making it Happen With Your Brand. Your Business. Your Bottom Line. Sheri provides tactical ways advisors cannot just survive, but thrive, by effortlessly amplifying the power of their brand. Advisor attendees will walk away with clear steps to create a unique brand and infuse their brand into all their sales and service efforts.

Transcript of Sheri Fitts Brand-Business-Bottomline

Page 1: Sheri Fitts Brand-Business-Bottomline

©2016 ShoeFitts Marketing. All rights reserved.

The new Department of Labor regulation has flattened the competitive landscape. Soon, every advisor will be a fiduciary. Levelized comp will be the mainstay. Fees will be compressed as a result of additional scrutiny. Moreover, the onslaught of robo-advisors will drive the perception of commoditization even further.

The new world order demands that advisors clearly define how their value and services meet client objectives and goals. The clock is ticking and now is the time to shift perceptions of what branding is and what branding and client experience will be in the future. The keynote, Your Brand. Your Business. Your Bottom Line. is designed to kick start those conversations and drive a revitalized brand.

Your Brand. Your Business. Your Bottom Line.

A keynote presentation that demonstrates relevant ways advisors can become a brand in demand and not just another fiduciary.

Advisors Learn How To:• Use the DOL fiduciary regulation

to their benefit

• Discover the intersection of brand and the perceived value of their services

• Understand the secret code behind a passion-powered brand

• Generate deeper client relationships and new business through branding

• Develop a workable plan for creating a unique brand

• Grow their sales and bottom line with effective branding

Perceived ValueDesigning a logo and putting up a website won’t cut it anymore. Advisors must rethink their brand identity and the perceived value of their brand. Years ago, organizations owned their brand message and dictated how clients saw and heard their message. No longer. Today, clients and prospects conduct internet research and determine the flow of information.

Making it Happen

With Your Brand. Your Business. Your Bottom Line. Sheri provides tactical ways advisors cannot just survive, but thrive, by effortlessly amplifying the power of their brand. Advisor attendees will walk away with clear steps to create a unique brand and infuse their brand into all their sales and service efforts.

Page 2: Sheri Fitts Brand-Business-Bottomline

©2016 ShoeFitts Marketing. All rights reserved.

Sheri Fitts Brand expert and author Sheri Fitts 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.

Sheri’s new book, Deconstructing Digital, shows advisors how to create a robust digital marketing program, and effectively and efficiently promote, attract and engage with Generation D.

Sheri understands the challenges advisors face in the financial services industry. She knows the worries. She gets the reluctance of dealing with compliance. She understands the impact the DOL fiduciary regulation will bring.

Isn’t it time your advisors started working on their brand? Don’t wait for the DOL regulation to take effect. Start now. Book Sheri for Your Brand. Your Business. Your Bottom Line.

Accolades & Recognition401kWire Top 100 Defined Contribution Influencer

Plan Sponsor Council of America Pensions and Investments

National Association of Government Defined Contribution Administrators

International Association of Business Communicators

What Your Audience Can Expect

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

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