Webinar: Seizing Opportunities with digitalEQ™ by CreativeOne

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About This Webinar

It’s not business. It’s personal.

Behavioral science tells us that most people make financial decisions based not on reason, but emotion. Yet most financial professionals highlight their smarts, not feelings.

You have the rational money part down cold. But what may be just out of reach is connecting with people in an increasingly digital world. And that puts your future success and growth at risk. Something is being lost in the shift to automation and digital and virtual engagement—the irreplaceable human touch.

We need to out care—not just outthink—the competition. And we need to champion Emotional Intelligence (EQ), not Artificial Intelligence (AI) through digitalEQ™.

If emotional intelligence (EQ) is the ability to discern, comprehend and manage our own emotions as well those of others, digitalEQ™ is the ability to evolve and apply EQ through digital channels. Research reveals that emotionally driven storytelling and experiences change biochemical responses in the brain that deepen connections and relationships.

Businesses and brands that effectively communicate using emotion often lead their industries in terms of topline growth and market share.

This hands-on digitalEQ™ Workshop presented by Sheri Fitts offers a deep dive into the digitalEQ™ playbook, with facilitated discussions and exercises in how to foster EQ in digital as well as in real life (IRL) meetings.

Agenda

Close more business by fusing technology, empathy, marketing strategy and brand equity with emotional intelligence
Increase your team’s productivity by communicating EQ in every interaction
Discover how empathy and patience lead to more constructive conversations, making clients happier and relationships potentially more profitable

Presenters

Sheri Fitts

Founder/Owner, Sheri Fitts & Co.

Sheri Fitts has more than 30 years of experience of helping for-profit organizations deepen client relationships, and drive sales and revenue growth. Globally, she has shared her expertise as an enterprise-level marketer and business owner with in-person and virtual audiences. She’s passionate about exploring new ways to help leaders broaden their reach and effectiveness through virtual and other digital media.

Sarah Williams

Vice President, Marketing Communications, CreativeOne

With two decades of experience in sales, marketing, advertising and public relations, Sarah
leads the company’s outreach efforts, showing financial advisors and independent insurance agents exactly what they can accomplish through branding, lead generation and social media. She has helped hundreds of producers expand their businesses, showing them how to grow revenue while positioning them as industry thought leaders since joining CreativeOne in 2011.

As CreativeOne’s chief ambassador, Sarah communicates how marketing and practice management can help agents and advisors expand their practices. She leads the education channel, recruiting prospective agents and advisors who want to join CreativeOne. Her knowledge of marketing, combined with her embodiment of CreativeOne’s philosophy, make her a formidable leader in this ever-changing industry.

Sarah became a member of the Women in Insurance and Financial Services (WIFS) national network in 2016. She currently serves as its National Education Director and will become its National Chapter Leader for 2022-2023. In addition, she founded CreativeOne’s women-only networking group, Creative Women, which creates a space in a male-dominated industry for women to collaborate, network and share ideas.

In August 2022, Sarah successfully completed the Central Exchange Year-Long Leadership Development Program, designed to accelerate the careers of women.

Previously, Sarah was the Director of Marketing Services for CreativeOne, and managed the annuity channel, marketing programs and corporate messaging. She also administered and spearheaded CreativeOne’s Business Accelerator Credits program used by producers to redeem earned marketing credits for services to grow their business.

Sarah earned her bachelor’s degree in journalism from the University of Kansas. She and her husband are the proud parents of Claire and Parker. Away from the office, Sarah enjoys being a room mom, coaching volleyball, watching the Kansas Jayhawks play basketball, gardening, traveling and drinking wine.

This webinar will show you…

Takeaway 1

How emotionally driven storytelling and experiences change biochemical responses in the brain that deepen connections and relationships
Takeaway 2

Why brands that effectively communicate emotion often lead their industries in terms of topline growth and market share
Takeaway 3

How to close more business by fusing technology, empathy, marketing strategy and brand equity with emotional intelligence