Entries by Sheri Fitts

Feeling commoditized? Show some love!

Business printing isn’t necessarily a hip industry. It’s really just paper and ink. Think printing, think commodity. Right? Even worse, ever since Al Gore invented the Internet, pundits have been pointing to the death of the printing industry. (We all have digital screens. Who needs paper anyway?) Combine this with increased global competition and skinny […]

Happy National Sock Day!

If you’ve been in the audience when I speak or train, you know I love a question-asking-question-answering-all-in-engaged audience. And one of the ways that I “reward” people for their participation is to give away socks—they’re brightly colored, polka-dotted, cozy and high quality. They’re unforgettable. During two sessions I recently presented about the client experience at […]

Boo! Marketing is Scary

At the Excel 401(k) Conference this past week, I taped an upcoming episode of the Retireholi(k)s. If you’re not familiar with them, think TPAs, ERISA and beer – discussed by a group of passionate and prepared Southern California types from Plan Design Consultants. The show is there way of adding value to the advisor community – without another […]

Happy National Coffee Day!

Starbucks didn’t create the coffee culture; there were plenty of places to get a cup of coffee before they started. What they did was turn a once-upon-a-time purchase into a daily ritual for many of us. (Short Flat White anyone?) When Howard Shultz bought the Seattle-based firm, he shifted our idea of what coffee could […]

Dear Ary: You’re right, except…

Recently ERISA attorney Ary Rosenbaum wrote a great post, Marketing For Plan Providers: What It Can Do And What It Can’t. In the article he mentions a variety of not-marketing tasks and tactics that every business must consider before marketing. These include ideas such as finding a target market, creating a company culture, providing an […]

Easy Ways to Build Your Blogging Muscles

Are you like many business professionals who are afraid to write? Afraid to share their smarts and blog? In the February Digital Institute broadcast, only 17 percent of attendees said they blog on a monthly basis. Moreover, over 70 percent have not blogged in the past year and/or don’t have any plans to blog. Yikes. Blogging is one of the best ways to show your clients and prospects you are an expert in your financial services niche — something advisors need to do out of the gate!