My guest on this episode is the one and only Sheri Fitts. When it comes to financial services sales and marketing, Sheri is a gifted speaker, consultant, and creator and I always enjoy learning from her. One of the things I love about Sheri is her ENERGY. Her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ, really comes through in this episode.

We focus a lot of our conversation on the human aspect of financial services and how we communicate with our clients and prospects. We chat about the power of storytelling, how and why advisors need to get super clear about their purposes and values, why vulnerability is a superpower but can’t be “hacked” for social media purposes, and why first impressions matter so much. Plus, much more.