Maximizing Leadership Success - Wholesaler Institute
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Maximizing Leadership Success

Sales Leadership for Financial Sales Executives


The secret to producing results in the current financial marketplace is dynamic leadership.   Dynamic managers are not born– they are coached to achieve greatness.  This program is designed to provide sales leaders with specific self-management skills needed to motivate and inspire critical activity that produces sales results.  Topics will include:


  • Coaching the sales and marketing process
  • Managing multiple priorities
  • Identifying effective communication methods for motivating sales
  • Profiling and qualifying
  • Creating effective plans based upon team objectives
  • Applying and installing immutable sales and marketing strategies
  • Harnessing technology for maximizing results
  • Achieving short- and long-term sales goals


This program will provide you with the strategies and techniques you need to transform your organization into a team dedicated to change, growth, innovation, and improvement.  When you apply the five fundamental practices of brilliant leadership, you will:

  • Gain recognition and earn the respect you deserve
  • Achieve your long- and short-term goals
  • Create support for your ideas and plans
  • Project confidence and credibility in any situation
  • Mobilize effective teams that get things done
  • Maximize commitment and satisfaction

(Full agenda available upon request)