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Sheri Fitts
By Sheri Fitts | 1/13/2016
What’s holding you back from diving into social selling to rock your sales? Do you think there is too little return on investment?According to Forbes, 79% of salespeople who use social media outsell their peers. Email marketing alone has two times the ROI than cold calling, networking or even trade...
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By Sheri Fitts | 10/5/2015
Some industry veterans may recall their early days as a financial professional, when sales included the lovely task of cold calling.For hours a day, you grew your business by working your way down a call list, hoping to get past an assistant or a voicemail and set up a meeting. Cold calling paid...
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By Sheri Fitts | 9/3/2015
Recently I had breakfast with a friend, Roger Courville. He is wicked smart and particularly savvy with regard to virtual presenting, and during our conversation we began to riff on the idea of “social capital.”Social capital. I believe on some level, most professionals understand what that means:...
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By Sheri Fitts | 8/27/2015
Okay, I am a digital native. I used my first Mac word processor in 1984, sent my first email newsletter in 1998, and coded my first website in 2000. I’m a digital geek; I’m a social networking nerd. What about you? You don’t have to be a techie to dip your toe into the social space; LinkedIn makes...
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By Sheri Fitts | 8/20/2015
You know that warning about never going into an empty restaurant? The lack of customers is considered a bad sign and a reflection on the food. The same dynamic applies on LinkedIn; people checking out your profile want to see customers at your table — your connections. That blue number to the far...
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By Sheri Fitts | 7/29/2015
Martha Stewart originated today’s hip and growing "maker movement" — giving us the tools, advice, guidance and inspiration to elevate every part of our home. So, of course, when I bought my first home, one of the first things I did was order a subscription to Martha Stewart Living magazine.Martha (...
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By Sheri Fitts | 7/9/2015
To view a PDF version of this article, click here.For decades, the retirement industry has concentrated on improving the retirement readiness of American workers through financial literacy education. Workers receive a steady stream of logic-based data and terminology, tons of paperwork (literal or...
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By Sheri Fitts | 4/10/2014
Investment advisors can finally join the world of restaurants, hotels and other business entities by sharing endorsements from sites like Yelp and Angie’s List, per a recent guideline update from the SEC’s Division of Investment Management. The growing importance of social media commentary and web-...
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By Sheri Fitts | 2/10/2014
The 2014 Super Bowl may not have played out as expected, but the much-hyped commercial onslaught was true to form this year as viewers were blitzed with cute kids and dogs, celebrity appearances, patriotism, rock stars and explosive promos for upcoming action flicks and TV shows.
Phew! Time to...
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By Sheri Fitts | 11/18/2013
How does your GPS work? Before offering any direction, it requires you do one simple thing: indicate your desired location. Effective social media participation and outreach, much like any sales or marketing effort, requires a similar approach: You must take time to create a clearly defined end...
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By Sheri Fitts | 10/29/2013
No matter how sound your social media strategy is, things can potentially veer off into a ditch. It’s important to have a predetermined plan in place for unexpected social media mayhem, even if you never need it. You don’t want to be confronted with a digital disaster that requires response and be...
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By Sheri Fitts | 7/19/2013
Have you given your website a checkup lately? Once your website is up and running, the work isn’t finished. You must add, subtract and modify; this digital age doesn’t support a “set it and forget it” approach. Most importantly, you must add fresh, relevant content on a consistent and frequent...
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By Sheri Fitts | 6/6/2013
When was the last time you lifted the hood on your website?As recently as just a few years ago, advisors were able to get by with a minimalist website with a logo, a bio, a photo and perhaps a map to your office. For many, that kind of simple “brochure-ware” met their online needs.Times have...
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By Sheri Fitts | 5/30/2013
Over past few months, I’ve been hit with identity fraud issues through my bank account. Several weeks ago, I headed to the bank branch where my account was originally established. Within 24 hours, they had ironed out 75% of my issues — and had my balance resolved by Friday afternoon. They took a...
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By Sheri Fitts | 4/18/2013
I remember the first days of Twitter. In fact, I recall speaking about Twitter at an ASPPA 401(k) Summit in 2006. People laughed and said there was no way any sensible person would ever tweet.As of July 2012, the social network has passed the half a billion mark of created profiles — 517 million...
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By Sheri Fitts | 2/6/2013
Last year, the 401k Summit leadership offered the opportunity for early attendees to share their hearts and hands through participation in several Rebuilding Together worksites. Attendees worked on a range of projects, including retiling bathrooms, landscaping, insulating walls, painting, and...
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By Sheri Fitts | 2/4/2013
We’ve all been to one — a presentation where the speaker has a great set of slides and is leading a highly effective and educational presentation. Unfortunately, he or she isn't engaging the audience in any meaningful way. People move around in their seats and start checking their smartphones. They...
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By Sheri Fitts | 1/15/2013
In case you hadn't noticed, the holiday season is over. Thankfully, you won’t be subjected to the continual playing of “The Santa Clause” on cable, Starbucks baristas wearing Santa hats or blow-up snowmen in your neighbors’ yards — at least for another 345 days or so. Don’t get me wrong. I love...
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By Sheri Fitts | 12/28/2012
Every second, two new members join LinkedIn. Every minute, 72 hours of video is uploaded to YouTube. And 90% of people trust online recommendations from people they know. [1. http://www.socialnomics.net/2012/11/07/social-media-video-2013/ ] It’s evident that social media is altering the...
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By Sheri Fitts | 11/19/2012
Getting started in the social media space is not especially difficult, but it does require time and a clearly outlined strategy. If you just build it, they won’t come. If you want to create positive buzz about your firm, drive search engine optimization and makes sales happen, you must participate...
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