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Description

Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line.

In this episode, Eric and Sheri Fitts discuss:

Key Takeaways:

“People don't care how much you know, they care how much you know about them. And your RFP should reflect that.” - Sheri Fitts

Connect with Sheri Fitts:

Website: https://sherifitts.com/ 

LinkedIn: https://www.linkedin.com/in/sherifitts/ 

Instagram: https://www.instagram.com/sherifitts/ 

YouTube: https://www.youtube.com/user/ShoeFittsMktg 

Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: 940-248-4800

Email: contact@90northllc.com 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

The information contained herein is general in nature and is provided solely for educational and informational purposes.

It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.

The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.