Speaking

Introduction

Whether a multi-day seminar with actionable activities or a group looking for a 90 minute inspirational message, Sarah Dale, Founder of Know No Bounds, has experience with speaking to sales, support, and executive leadership teams…even the spouses of your associates!

We believe in customizing our programs wherever possible to ensure we reinforce your corporate messages and resources. In-person speaking engagements can be delivered in the form of workshops or keynote addresses.

Branch/Complex Managers or RIA/OSJ Leadership: Using our Find-Grind-Mind Leadership Model we provide speaking engagements and resources addressing this ever complex role including the 5 critical functions: recruiting, management, compliance, sales development and leadership.

Financial Advisors: Using our Find-Grind-Mind Advisor Model we provide speaking engagements and resources addressing topics that include: new client acquisition, client development, and practice management.

Support & Service Associates: Support team members can provide huge leverage in driving advisor revenues. We offer programs to help sales assistants, service managers, and customer service reps become more efficient in their ever changing roles to help free up their advisors time to focus on what they do best.

Home Office Leadership and Support: Using our Find-Grind-Mind Corporate Model we provide speaking engagements to home office associates on the topics of employee attraction, operational excellence, employee engagement and business management.