Sarah Dale

Experience

Sarah started her career in the financial services industry in 1990. Her background includes serving as President of a training and online solutions company, where her responsibilities included creating and managing all areas of a small business that provided coaching and development services to financial professionals. Sarah created and delivered business building content, including virtual programs utilizing web-based technology, printed materials, workbooks, e-books, whitepapers, audio visual CD-ROMs, and live seminars.

Sarah also served as director of marketing and training for a regional, full-service investment firm. She served on the management committee responsible for the strategic development and management of the firm and was responsible for forming and running the Creative Business Development Department. Her overall responsibility included marketing, advertising, public relations, corporate communications, the web, sales incentive programs, and the development and facilitation of training programs. Additionally, Sarah worked as liaison between the brokerage firm and parent company developing referral programs and exploring areas of integration. She chaired the Private Client Group's annual sales conferences, Service Plus Committee, Marketing Committee, and Training and Development teams. Sarah was awarded Most Valuable Associate of the Year in 1999.

Today, Sarah serves as Partner of Performance Insights and President of Know No Bounds. As a practice management consultant and accomplished speaker, Sarah works with corporate leadership, branch and complex managers, advisors, sales assistants and teams to help drive performance. Through workshops, coaching, consulting, motivational engagements, and content creation, Sarah speaks to audiences on new client acquisition, client development, relationship management, leadership and practice management. Sarah brings a hands-on understanding of the challenges teams face today and provides practical ideas and specific how-to information to help teams identify and overcome their performance barriers and deepen their success. Know No Bounds and Performance Insights aim to help organizations, teams and individuals make significant enhancements in their business and their life by generating creative ideas and valuable solutions that produce long-lasting impact... while having fun in the process! We focus on ROP... Return on People, Process and Performance.

Education & Background

Native to the south of England, Sarah earned her bachelor’s degree from the E. Claiborne Robins School of Business at the University of Richmond. She is also a graduate of the Securities Industry Institute at the Wharton School of Business where she served as senior class representative, returning in 2008 to teach a class as part of the SII curriculum. Sarah is DISC and Motivators Navigator certified and has held series 7, 9, 10, 63 and life and health licenses. First published in 1995, Sarah co-authored “The Question and Answer Book of Money and Investing” and throughout her career has published numerous articles on financial services-related web sites. In 2007, Sarah co-authored “Know Service,” 5-Steps to 5-Star Service for Financial Professionals. Sarah served as Vice President of the MathScience Innovation Center Foundation in Richmond, Virginia. Currently living in Williamsburg, Virginia, her passions include fishing, writing, travel, culinary experimentation and walking with her Pocket Beagle, Sir Dudley of Jamestown, and Toy Aussie Shepherds, Baron Quigley of Yorktown and Brinkley Duke of Gloucester! With her family all living across the pond, Sarah is thankful for her friends who have become her American family.

Philosophy

Sarah is described as passionate, loyal, and unique! Her motto is have faith, have fun, and love what you do, for life is too short for anything less. Her goal is to make a difference in everything she does and become a true advocate for each and every client.