Hello there, I’m Sheri.

I specialize in helping you harness the power of emotional connection to create more trust in your client relationships and making your engagements more meaningful to your businesses, and more impactful to your bottom line.

My 30+ years of expertise in the retirement plan and wealth management industries, has given me special insight into what drives client behavior and sales.

My latest industry innovation, digitalEQ (Digital Emotional Intelligence), will show you how to be unforgettable with thought leadership, branding, marketing, social media and more.

In 2016, I authored and published Deconstructing Digital: Simple Ways to Connect with Your Next-Generations Financial Clients, a guide for advisors to navigating the digital realm.

I’ve been an entrepreneur since age five, when I made and marketed my own rose-scented perfume door-to-door, and I’ve been leading the way in bringing feelings and emotions to financial services.

For a large part of my young life, and as a young single mom, I struggled with financial insecurity. When I became a graphic designer at an investment advisory firm in the 1990s I saw for the first time how the financial services industry can make a real difference in people’s lives. Since then, I have realized my life’s work is to help financial service professionals embrace the transformation that takes place when people work with people like you and firms like yours.

What you do is life-changing and when you show up as a thought leader, you will help even MORE people. It’s time you owned that. 💜 

And now I believe it’s time to harness the power of digital and emotional intelligence in your business.  To take your business from stagnant to stellar growth, you need to out-love and out-care your competition.

And your journey begins with Operation: Amplify.

Operation: Amplify is a three-day immersive experience designed specifically to help you step into and package your brilliance by giving you the tools, frameworks, and methods to convert your years of hard-earned knowledge into thought leadership that gets you showcased as an industry leader. 

Operation: Amplify
Hyatt House Chicago/West Loop-Fulton Market
May 5 - 7, 2022 | Each day begins at 9:00 a.m. 

Breakfast is complimentary at the Hyatt House along with your stay. On Thursday and Friday, we'll work together through 6:00 p.m. (We'll have a generous lunch break on your own for 90 minutes.)

Saturday, May 7, we'll begin at 9:00 a.m. and end at 2:00 p.m. to allow for flights and such. 

Results you can expect.

• Your Personal Brand locked in: Get absolute clarity on your brand and positioning and create a radically relevant and resonant brand for your business that gets you seen and heard.
• Your role as an A.N.G.E.L. embraced: You’ll be armed with secret strategies on how to share your Authentic voice, take Notice of client needs, Give value, Evolve your expertise, and Love.
• A chance to learn from, and network with, other driven industry professionals in a high-energy and FUN classroom setting where you can test drive your ideas in a safe and collaborative environment.
• Solid 90-day Plan: Your unique leadership blueprint and timeline with bite-sized action steps.
• Commitment to yourself: You’ll have all the insight and tools you need for sustainable action and plan for long-lasting success.
• Personal attention from Sheri, including “hot seats” and coaching.
• Workbook to help you retain and implement all the strategies and information gleaned.
• Virtual meet-and-greet prior to the event so you start with your best foot forward, ready to play full-out.
• And a clear understanding of the power of digitalEQ™, my proprietary insight on digital emotional intelligence that will catapult you above the competition.

Finally, my promise to you:

I realize that we live in a time of uncertainty, and investing in your business can feel risky—so I’m taking away the risk. If you attend all three days of this masterclass and play full-out, doing all the work we will plan together and put it into action… and you feel that it’s not worth the investment you made in this master class, I will refund your registration in full.  You have little to lose (and no more excuses to play small).

Let's do this!