The document summarizes a keynote presentation titled "Your Brand. Your Business. Your Bottom Line." that is designed to help financial advisors strengthen their personal brands. It discusses how the new DOL fiduciary regulation and rise of robo-advisors have made the competitive landscape more challenging for advisors. The keynote will provide advisors with tactical strategies to differentiate themselves and infuse their unique brand into their client interactions and sales efforts. It will also cover how advisors can use branding to their benefit under the new regulation.

1. ©2016 ShoeFitts Marketing. All rights reserved.
The new Department of Labor regulation has flattened the competitive landscape. Soon, every advisor will be a
fiduciary. Levelized comp will be the mainstay. Fees will be compressed as a result of additional scrutiny. Moreover,
the onslaught of robo-advisors will drive the perception of commoditization even further.
The new world order demands that advisors clearly define how their value and services meet client objectives and
goals. The clock is ticking and now is the time to shift perceptions of what branding is and what branding and client
experience will be in the future. The keynote, Your Brand. Your Business. Your Bottom Line. is designed to kick
start those conversations and drive a revitalized brand.
Your Brand.
Your Business.
Your Bottom Line.
A keynote presentation that demonstrates relevant ways advisors
can become a brand in demand and not just another fiduciary.
Advisors Learn How To:
• Use the DOL fiduciary regulation
to their benefit
• Discover the intersection of brand
and the perceived value of their
services
• Understand the secret code
behind a passion-powered brand
• Generate deeper client
relationships and new business
through branding
• Develop a workable plan for
creating a unique brand
• Grow their sales and bottom line
with effective branding
Perceived Value
Designing a logo and putting up a website won’t cut it anymore.
Advisors must rethink their brand identity and the perceived
value of their brand. Years ago, organizations owned their brand
message and dictated how clients saw and heard their message.
No longer. Today, clients and prospects conduct internet research
and determine the flow of information.
Making it Happen
With Your Brand. Your Business. Your Bottom Line. Sheri
provides tactical ways advisors cannot just survive, but thrive, by
effortlessly amplifying the power of their brand. Advisor attendees
will walk away with clear steps to create a unique brand and infuse
their brand into all their sales and service efforts.

2. ©2016 ShoeFitts Marketing. All rights reserved.
Sheri Fitts
Brand expert and author Sheri Fitts engages audiences by sharing
stories of her own experiences and experiments, successes and
learning moments, weaving humor and sincerity into her delivery. She
is a frequent speaker at events organized by broker/dealers, financial
advisors, recordkeeping firms, third party advisors, DCIO providers,
national and regional associations, and other financial services
organizations.
Sheri’s new book, Deconstructing Digital, shows advisors how to create
a robust digital marketing program, and effectively and efficiently
promote, attract and engage with Generation D.
Sheri understands the challenges advisors face in the financial services
industry. She knows the worries. She gets the reluctance of dealing with
compliance. She understands the impact the DOL fiduciary regulation
will bring.
Isn’t it time your advisors started working on their brand? Don’t wait
for the DOL regulation to take effect. Start now. Book Sheri for Your
Brand. Your Business. Your Bottom Line.
Accolades Recognition
401kWire Top 100 Defined
Contribution Influencer
Plan Sponsor Council of America
Pensions and Investments
National Association of Government
Defined Contribution Administrators
International Association of Business
Communicators
What Your Audience Can Expect
Check out Sheri’s video clips and more information at sherifitts.com.
As a speaker and marketer, Sheri has shared her successes
and strategies with these organizations and many more: