Testimonials

Don't just take our word for it.
To see what clients have said about Sarah,
View our current Testimonials PDF

Here's a sample:

Sarah Dale has been a great resource to me in conducting several successful client sales campaigns. As a result of her valuable contribution, my clients experienced a significant increase in assets under management, as well as a broader brand awareness of their financial account services. Sarah's programs are successful because she delivers the right mix of industry expertise, creativity, passion, and a "cracking" sense of humor.
Laura Deger, Senior Vice President, Federated Investors, Inc.

Sarah is a results-driven professional with broad-based experience in multi-disciplinary facilities, encompassing all aspects of sales management, business development, and client relations. An accomplished professional and effective communicator, she possesses excellent interpersonal and relationship building skills and is a motivational leader with the ability to build, train, inspire, and mentor successful teams to outstanding performance.
Rick Gambriel, Director of IT, Cavalier Telephone

Looking for success habits? Call Sarah! Her coaching has made a difference in my business from both a revenue and efficiency standpoint. She focuses on the 'actionable' not the 'conceptual'. Her words of wisdom forced me to commit thoughts and ideas to paper which she then helped me incorporate into my business subsequently making them a regular part of my routine.
Financial Advisor: Regional Firm

Sarah is more than just a subject matter expert; she has taught us about leadership and living. When you think of Sarah you simply smile; she has impacted many people for a lifetime.
CIO: Regional Brokerage Firm

There are very few people who I have worked with more accomplished at what they do than Sarah Dale. She is enthusiastic, energetic, intelligent and hardworking. You often hear me use the phrase that everyone needs people who have talent, urgency and passion. Sarah Dale has all three of these to the nth degree.
President & CEO: Regional Brokerage Firm

Sarah and Krista's process to building long-term, successful client relationships is the most innovative and comprehensive solution I have seen for the financial community. It is simple to follow and their tools provide a roadmap for immediate implementation! Executing these ideas is a sure way to take your business to new heights.
Millye Gailey Dupke, Agency Manager, National Agents Alliance