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Marketing Strategies for Financial Planners Must Encompass Relevant Internet and Social Media Solutions
  • USA - English


News provided by

ShoeFitts Marketing

Apr 25, 2014, 09:00 ET

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Sheri Fitts believes social media listening is critical to online success.
Sheri Fitts believes social media listening is critical to online success.

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.”

Financial planners need practical ways to use internet and social media tools that complement their current networking, sales, and marketing efforts. This presentation provides clear instructions, action items, and resources.

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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.

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.

Sheri Fitts, ShoeFitts Marketing, http://www.shoefitts.com/, 503.319.0543, [email protected]

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