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Sales Matters, Inc. | Raleigh, NC | 919-615-2136

Financial Leaders & Principals

The Financial Management & Leadership Forum

As a financial business leader, what keeps you up at night?
Advisor turnover, a lack of new business, the retiring of seasoned advisors? 

Schedule a 15-minute introductory call

Creating a strong culture and vision

Effective leaders must have …

  • Have an instinctual understanding about human nature, and why people act the way that they do.
  • Be able to observe their people's behavior and analyze and respond to it in an objective, supportive, and constructive manner.
  • Encourage, enable and recognize their people for their performance.

How to Build Your Financial Client Base

Business Development for Financial Advisors

A Webinar Designed Specifically for Financial Professionals

Wednesday, October 2 | 9:00-11:00

What distinguishes the most successful advisors from the rest?

It's about your client base.

Develop a Specialized Skill Set

The Management & Leadership Forum Teaches ...

  • Implement a process of identifying, recruiting and hiring ideal candidates for positions based on skills and experience.
  • Acclimate a new hire to the position in a manner that ensures his or her success.
  • Address concerns from a performance perspective while accomplishing two major objectives:
    • addressing the issue without impacting the employee’s self-esteem; and,
    • empowering the employee to course correct and improve his or her performance.

Proven Leadership Strategies

The Management & Leadership Forum Is Designed To ...

  • Build leadership bench strength.
  • Give greater meaning and impact to succession planning.
  • Increase cohesiveness and collaboration among cross-functional managers.
  • Demonstrate to key customers that continuous improvement is taken seriously.
  • Address real issues affecting your organization.
  • Make the most of currently unexploited corporate opportunities.

It's an approach built on sound research, revealing assessments, interactive instruction, digital innovation, team reinforcement, break-through strategy and professional coaching.

The Road to Excellence

6 Leadership Strategies to Build a Bulletproof Business

Discover what stands between your company and organizational excellence

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STRATEGY, TACTICS, & COACHING TO HELP YOU GROW

Meet Joe Stiles

Sandler Trainer, Consultant, & Coach

Joe helps financial advisors take their practices to the next level and beyond. He has a deep understanding of the challenges advisors face today in growing their practices. Joe discovered his passion for helping others through professional development while being a Sandler client. For over a decade, he has helped individuals and businesses build strong, ethical, and customer focused sales teams who achieve repeatable results.

919-615-2136 | Schedule a meeting

Programs for Every Level of Financial Expertise