Digital Institute Embraces the Social Media Sphere

New ShoeFitts Marketing monthly broadcasts show financial advisors how to utilize key digital concepts and ideas in their daily practice.

Portland, OR, January 14, 2016: Financial services industry professionals can now take full advantage of digital marketing to elevate their brand, find and develop leads, and increase sales by attending the new monthly ShoeFitts Digital Institute live broadcasts. Featuring host Sheri Fitts, CEO of ShoeFitts Marketing, the series breaks down social media know-how into manageable and executable steps.

“Nearly every day, one industry group or another reports that financial services individuals who are embracing the digital sphere are exceeding and outselling their peers,” explains Fitts. “The ShoeFitts Digital Institute specifically helps professionals in the financial services industry understand how to bring the most important social selling ideas and concepts into their practice.”

For instance the January 21 broadcast, The State of Social in 2016, explains the top social selling hacks. “In this show, I share the latest trends and tips, plus showcase the sales and business growth opportunities,” Fitts says.

The February 18 broadcast, How to Make Digital Marketing Work for You, walks attendees through the steps necessary for determining and executing a well-conceived and holistic approach. “Not sure how to get started? No problem,” Fitts explains. “I outline the key digital marketing plan considerations, including how to leverage digital channels, and how to measure and evaluate your return on investment.”

Fitts, with some 25 years of marketing experience in financial services, understands the tremendous selling power of today’s digital marketplace since there are now some 1.5 billion global social media users spanning all generations and demographics. She recently launched a comprehensive self-paced eCourse, Social Selling for Financial Advisors, to address social selling in today’s competitive marketplace.

“Financial services professionals must embrace the digital sphere and understand how to effectively utilize social selling to make connections and elevate their sales,” Fitts says, adding: “The digital space is playing an ever-increasing role in the business-to-business environment, particularly in the people-facing financial services industry.”

About Sheri Fitts and ShoeFitts Marketing

Sheri Fitts, a well-regarded global speaker, engages audiences by sharing stories of her own experiences and experiments with marketing and social media strategies.

ShoeFitts Marketing helps clients be unforgettable. The Portland, Oregon-based consulting organization draws on decades of experience in the financial services marketplace to identify, create, and implement inspired marketing and social media strategies and solutions for its clients.

For more company information visit ShoeFitts Marketing and like ShoeFitts Marketing on Facebook. Follow Sheri Fitts on Twitter and LinkedIn. ##

ShoeFitts Announces Digital Marketing Program for Retirement Plan Advisors

Portland, OregonOctober 1, 2014 — ShoeFitts Marketing announces the January 2015 launch of a much-anticipated ready-to-go digital marketing program for retirement plan advisors. Aptly called Ready, Set, Sell, the program provides advisors with both the content and technical know-how to implement consistent retirement plan marketing each and every month. Read more

ShoeFitts Marketing Creates Social Media Rollout Best Practices Guide for Financial Services Firms

Portland, OregonSeptember 12, 2014 — ShoeFitts Marketing shows financial services firms how to develop a social media policy with comprehensive steps and strategies in the newly released Best Practices for Financial Services Firms: Rolling Out a Social Media Policy white paper. “Despite today’s overwhelming demand for social media connectivity, many firms and broker dealers in the financial services industry are still reluctant to create a social media policy,” explains ShoeFitts president Sheri Fitts. Read more

Explain Complex Retirement Plan Material With Infographics

ShoeFitts Marketing shows retirement plan professionals how to clarify complex information and engage clients and prospects by tapping into the power of visual imagery with a new infographic.

Portland, Oregon (PRWEB) July 30, 2014

Professionals in the financial services marketplace should turn to more visuals, particularly infographics, when communicating complex material to their clients or prospects, according to Sheri Fitts, president of ShoeFitts Marketing. A visual perspective is especially useful, she notes, with social media posts on all platforms, not just the more photo-oriented sites.

“Social media is a very visual medium, so everyone in the financial services industry should look for ways to pair imagery with their text or combine the two with an infographic,” explains Fitts. “Studies show our brains process visuals in less than a second and retain that information much longer than pure text.”

To illustrate the power of visual imagery, Fitts recently created an infographic to clarify the complicated history of defined contribution plans and the Employee Retirement Income Security Act of 1974 (ERISA). In the colorful illustration, Fitts shows a timeline with easy-to-follow text and corresponding illustrations to outline “The Evolution of ERISA”.

“I created the infographic to specifically show retirement plan advisors how to explain their ERISA expertise in a more understandable manner,” says Fitts. “Too often, I see lengthy copy full of jargon or hard-to-interpret information. Advisors need to show their industry smarts and make their world more user-friendly for clients and prospects.”

Social media posts with text alone are often overlooked and ignored. Visual elements can grab attention and help communicate information.

“Financial services advisors need to incorporate a vibrant social media presence with their marketing efforts to remain competitive,” says Fitts. “In today’s visually-oriented world, advisors and other retirement plan professionals need to attract their audience with interesting social media activity. A mix of imagery and text is a great way to garner that attention and provide worthwhile information.”

Fitts says the visual elements don’t have to be complex or costly. Photos, colorful graphics, and slideshows are good options, while infographics are the hot marketing tool.

 
About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing helps clients be unforgettable. The Portland, Oregon-based company is a consulting organization at heart, drawing on decades of experience in the financial services marketplace to identify, create, and implement inspired marketing and social media strategies and solutions for its clients. ShoeFitts collaborates with people who recognize the need to differentiate in the vastly commoditized landscape of the financial services marketplace−focusing on Financial Service Organizations, Retirement Plan Advisors, and Third Party Administrators.

As a training partner, ShoeFitts Marketing translates social media, branding, generational issues, business strategy and marketing into manageable steps for clients, their teams and advisors. As an industry partner, ShoeFitts Marketing brings fresh content, strategy and engagement ideas to help clients win and nurture more profitable business. Whether clients come to ShoeFitts to learn new techniques or choose customizable programs, the company makes the experience and outcomes unforgettable.

 

ShoeFitts eBook Helps Financial Services Industry Harness the Power of Social Media

The “100 Tips for Social Media Success” by ShoeFitts Marketing president Sheri Fitts brings a comprehensive social media game plan to professionals in the financial services marketplace with easy-to-follow instructions in an engaging and colorful format.

Portland, Oregon (PRWEB) July 29, 2014

Renowned social media expert and ShoeFitts Marketing president Sheri Fitts has released a comprehensive eBook designed to help the financial services industry understand and harness the power of social media. In “100 Tips for Social Media Success” Fitts speaks to both beginners and novice social media users with insightful advise and recommendations.

“People have been asking me for a handy guide they can follow to become more engaged on key sites like Facebook, LinkedIn, and Twitter,” explains Fitts. “Social media is not complicated but it can seem overwhelming. The eBook helps take the mystery and uncertainty out of the social media process with quick tips and implementation strategies.”

While professionals in the financial services marketplace increasingly understand the importance of social media, Fitts says many of them still see the activity as a unique, occasional communication tool.

With the new eBook Fitts reminds readers that social media needs to be an integral part of any marketing plan, and that it is no longer an option. “The financial services industry must respond to the growing role of social media and embrace the key platforms with considered, consistent activity.”

Fitts keeps the social aspect at the forefront with her eBook by utilizing conversational and easy-to-follow tips with catchy images and a colorful layout.

“100 Tips for Social Media Success” starts with the basics, such as creating a Facebook timeline, determining the best platforms to use, and developing the appropriate voice and content that aligns with a financial service professional’s brand or identity.

More advanced tips cover crafting and enforcing a social media policy, understanding compliance and regulatory concerns, and engaging with common sense and considerate behavior.

“100 Tips for Social Media Success” is available on the ShoeFitts Marketing website.

About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

 

ShoeFitts Marketing and Smarsh Launch Social Media Webinars for Financial Plan Advisors

Members of the financial services industry can obtain social media know-how for today’s integrated marketplace with a new webinar series hosted by ShoeFitts president Sheri Fitts, partnering with Smarsh, a leading provider of electronic communications archiving and compliance solutions.

Portland, Oregon (PRWEB) June 3, 2014

Navigating the complexities and nuances of social media in the financial services marketplace is the focus of a new monthly webinar series featuring celebrated social media speaker Sheri Fitts, president of ShoeFitts Marketing. The series is sponsored by Smarsh®, the leading provider of cloud-based archiving solutions for compliance and e-discovery, and features Fitts, a Smarsh AdvisorTweets contributor.

“Social media is an attractive marketing tool for many financial advisors, but they need to understand how and when to use certain platforms, and how to integrate usage with a complete vision and branding plan,” says Fitts, an early adopter of social media and one of the first to recognize the marketing potential for the financial services industry.

Fitts walks advisors through the social media basics and the more advanced options in her new webinar series, which kicks off with “Understanding the Googlesphere” on Thursday, June 12, at 10 am PDT.

“As a financial advisor you don’t need to know all the ins and outs of the internet, but you do need to understand how your website content and social media activity are intertwined to affect your SEO (search engine optimization) and your chances of being recognized on Google,” explains Fitts. The first webinar walks participants through the important connections to help financial advisors piece together the internet puzzle.

Available through the Smarsh website, the webinars run 30-45 minutes and will incorporate tactical and tangible ideas for advisors to implement immediately. Each new webinar will be released on the Smarsh website the second Thursday of the month at 10 am PDT.

The July 10 webinar, “Social Media is Not a Silver Bullet”, debunks a common myth many businesses have about social media use. “People want social media to be a quick, easy, stand-alone answer to all their problems, but it just doesn’t work that way,” says Fitts. “You need a comprehensive and integrated plan, and then you need to exercise that plan in a consistent, thoughtful manner.”

The August 6 webinar, “Value Proposition and Social Media Voice”, delves even further into the content, voice and intention financial advisors use with their social media platforms. “You must articulate your value proposition with all forms of communication, including social media, and strive for a consistent and appropriate voice,” says Fitts.

The webinar series, including future topics and release dates, will be posted on the ShoeFitts Marketing and Smarsh websites. Smarsh will also make past webinar sessions available following the initial release in its website archive.

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About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

About Smarsh
Smarsh® delivers cloud-based archiving solutions for the information-driven enterprise. Its centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, public and enterprise social media, websites, instant messaging and mobile messaging. Founded in 2001, Smarsh helps more than 20,000 organizations meet regulatory compliance, e-discovery and record retention requirements. The company is headquartered in Portland, Oregon with offices in New York City, Atlanta, Boston, Los Angeles and London. For more information, visit smarsh.com, follow on Twitter at SmarshInc or like Smarsh on Facebook at facebook.com/SmarshInc.

Sheri Fitts Offers Super Power Branding Tips at Money Quotient Retreat

ShoeFitts Marketing president and celebrated global speaker Sheri Fitts will decode the secrets to creating an emotionally relevant brand for financial life planners at the Money Quotient Retreat in September.

Portland, Oregon (PRWEB) May 27, 2014

Emotionally relevant branding can improve client relationships and energize business practices beyond the ho-hum, according to Sheri Fitts, ShoeFitts Marketing president. Fitts is speaking to financial life planners on the power of effective branding at the Money Quotient Retreat held September 18 and 19 at the Clearwater Resort in Suquamish, Washington.

“The financial life planners attending this conference look at all aspects of their clients’ life and don’t just talk numbers,” explains Fitts. “They are life and goal counselors, and they should tap into their unique approach to make sure their marketing aligns with this philosophy and service.”

“Branding must go beyond logos and catch phrases to get at the core elements of your financial life practice,” says Fitts. “Behind any super-powered brand are unique experiences, stories, and imagery that deepen your relationship with clients and prospects.”

Your brand starts with who you are, but Fitts notes, “there a lot of advisors who believe their brand is who they think their clients want them to be, so they are missing a valuable marketing perspective.”

In addition to her “Branding: Your Super Power” presentation, Fitts will also host a social media bootcamp following the retreat to provide hands-on platform tips on Saturday, September 20, from 8:30 to noon. “I am excited to not only talk about marketing, but for those who are interested, give them a boost on social media and how to use it effectively.”

Social media is an integral part of marketing and should be fully embraced. “Financial life planners need to make sure they understand the differences among the various platforms and how best to utilize the business opportunities,” Fitts says. “We’ll cover all the basics, plus review ways to use social media in an effective and stress-free manner.”

About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

Marketing Strategies for Financial Planners Must Encompass Relevant Internet and Social Media Solutions

Financial planners must retool their internet and social media strategies to keep pace with today’s technology-centric business environment, according to Sheri Fitts, ShoeFitts Marketing president and celebrated global speaker who will explain the necessity for this strategy and implementation ideas at her upcoming presentation, Networking 2.0: Build Credibility, Develop Relationships and Create Opportunities.

Portland, Oregon (PRWEB) April 25, 2014

Today’s technology-centric business environment requires financial planners to retool their internet and social media strategies by focusing on credibility, relationships, and opportunities, according to Sheri Fitts, ShoeFitts Marketing president and celebrated global speaker.

“Nearly every person, business, and product or service is now Googled and researched online before people make buying decisions,” says Fitts. “We search the web for consumer-to-business purposes, and increasingly, for business-to-business decisions.”

Face-to-face relationship-building remains critically important for many professionals, such as financial planners, however personal contact must now be augmented with enhanced online tools and specific business development plans that recognize this form of marketing.

Fitts will explain the necessity for this strategy and implementation ideas at her upcoming presentation, Networking 2.0: Build Credibility, Develop Relationships and Create Opportunities. She is speaking on the second day of the 2014 Financial Planning Association (FPA) NorCal Conference on May 27th and 28th in San Francisco.

“The session illustrates the impact the web is having on financial planners, why it matters, and how to build a strong digital footprint,” says Fitts. Her presentation will also cover the key opportunities with LinkedIn, Twitter, and Facebook, while also explaining the best ways to create and curate content.

“Financial planners need practical ways to use internet and social media tools that complement their current networking, sales, and marketing efforts,” adds Fitts. “This presentation provides clear instructions, action items, and resources to launch an effective networking 2.0 strategy.”

About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

 

ShoeFitts Marketing Updates Trinity Advisor Group Website with Client Value and Personal Branding

 

ShoeFitts Marketing helps financial advisors go beyond bare-bones and antiquated websites to become competitive in today’s retirement plan marketplace.

Portland, OR (PRWEB) April 01, 2014

Embracing a client-centric and service-oriented approach with a touch of a Celtic heritage is the focus of the recently launched Trinity Advisors Group website created by ShoeFitts Marketing.

Trinity Investment Advisors, retirement plan consultants, sought ShoeFitts’ help to update the website and make it more customer-oriented. “Financial advisors must go beyond bare-bones and antiquated websites to be competitive in today’s retirement plan market,” explains Sheri Fitts, president of ShoeFitts Marketing. Clients and prospects see websites as a way to gauge an advisor’s knowledge and acumen, and a weak or tired website can negatively impact final decisions.

“If you don’t look up-to-date with your website, prospects wonder what else is not up-to-date,” says Fitts. ShoeFitts eliminated complicated jargon and streamlined the website interface to make it more inviting and informative.

“The Trinity Investment Advisors are very experienced and we wanted that knowledge about plan design, ERISA regulations, and participant education to become more apparent with the website,” explains Fitts. “We also gave a nod to the company’s Irish heritage with photos, graphics and quotes; it’s subtle but at the same time provides a unique understanding of the people behind the company.”

“Our goal for the new site was to establish a strong brand and presence for Trinity Advisors in the retirement plan consulting marketplace,” says Michael McCabe, president and founder of Trinity Investment Advisors. “A consistent message was important to showing who we serve and why we are different from other retirement plan providers.”

Since launching the new website, McCabe says clients have told him they really like the new imagery and that the site is simple, clean and easier to understand.

Financial advisors must remember to objectively scrutinize their websites and their competitors’ websites on a regular basis. “You need to be aware of how companies are positioning themselves and how you stack up against the competition,” says Fitts. In short, Fitts explains, advisors should conduct a Website Check-up and watch out for the following:

▪ Too much industry jargon
▪ Lack of identity, specialization or expertise
▪ Confusing website navigation
▪ No thought-leadership
▪ Minimal social engagement

About ShoeFitts Marketing:
ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter @missfitts and on LinkedIn at linkedin/sherifitts.

Access 5 Powerful Features of LinkedIn Groups

 

ShoeFitts Marketing explains how to harness and optimize the networking capabilities of LinkedIn Groups.

Portland, OR (PRWEB) April 01, 2014

Retirement plan professionals looking to understand and better utilize the networking prowess of LinkedIn need to harness Groups, according to Sheri Fitts, president of ShoeFitts Marketing. “The LinkedIn Groups tool can help advisors become better informed about products, services, and industries, while also aiding with prospects and networking.”

LinkedIn Groups are basically membership clubs formed by companies, organizations or individuals, and they are used to share information and insight on a specific topic or interest, explains Fitts. For example, she says some useful retirement industry Groups include: 401(k), 401K Sales, 401 TPA Network, and Advisors’ BUZZSTORM.

Membership in Groups can be open to anyone or may require specific credentials and/or approval by the Group creator. By selecting Groups on the pulldown menu to the left of the search bar, LinkedIn users can search for Groups by name or topic.

Granted, Fitts notes, before diving into Groups advisors should first make sure their profile is complete. However, once that is done, the next step is to start understanding and utilizing Groups. To optimize and leverage Groups, retirement plan professionals should consider the following:

1. Enhance networking and prospecting. Looking to make a stronger connection with an existing client or a potential prospect? Research what Groups they are following and join them.

2. Become a thought-leader. “Start making a presence in a Group with thoughtful contributions,” says Fitts. “Just be sure to first study the Group dynamics and the primary contributors, and only make worthwhile comments!”

3. Use Groups with Connection requests. With a shared Group in common, a Connection request shows Groups as one of the options for “How do you know . . .” the person. “Advisors will get a much higher response rate to Connection requests if they are members in the same Group and are an active and thoughtful contributor,” says Fitts.

4. Only join five or six Groups. The attraction of Groups is addicting, and members may want to join them all, however, Fitts says advisors should resist the temptation and try to keep the number to five or six. “Only join a Group if you can actively follow and contribute at least a couple times a week; don’t dabble!”

5. Enhance personal branding. Once comfortable with Groups, advisors can consider creating their own to improve personal or company branding by supplying specific content, conducting surveys, or building a following. “Just understand you need to carefully curate the content and monitor the membership,” notes Fitts.

About ShoeFitts Marketing:

ShoeFitts Marketing is a Portland, Oregon-based company specializing in marketing strategy and social media development for the retirement plan industry. The company’s approach is simple: use the right tool for the right job. ShoeFitts knows how to work within the parameters of the regulated environment from decades of experience working in the financial services marketplace. The company has galvanized industry marketing and social media efforts by developing a cache of premium products and customized training sessions, and using progressive strategies to provide fresh opportunities for clients to establish standout roles in their industry.

For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter @missfitts and on LinkedIn at linkedin/sherifitts.