Sheri, a financial services marketing, sales, and brand expert, is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to helping advisors amplify their presence with branding, marketing, and virtual presentations, all with the purpose of creating more engagement with clients and prospects and growing your bottom line. 

Sheri has nearly 30 years of experience helping financial services organizations deepen client relationships and drive sales and revenue growth. She’s passionate about exploring new ways to help industry leaders broaden their sales reach and effectiveness through virtual and other digital media.

Sheri coaches leaders and their teams as they reimagine how their next conversation will attract best-fit clients and drive sales and retention goals — and why leading with the heart (and EQ) instead of the head is the best path to sustainability and growth.