She’s an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry’s most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.

Resources:

• Sheri’s Blog
• Made to Stick book
• NeuroSelling Book
• Storybrand Book
• BlackRock Re-enrollment Article
• Adrian Salisbury
• Deconstructing Digital Book
• The Design Council Research