Sales Management Conference

The Best Sales Management Program in Financial Services

  • Retail Sales
  • Business Relationships
  • High-Net-Worth Client Development
  • Contact Center Management

The single most focused financial services sales management event is back with an all-star line-up to knock your socks off. Your team’s productivity is the focus of hands-on sessions run by leading managers and expert authorities. You will bring home techniques and insight to share with your team. Or let your teammates benefit from this event in person at half price!

Who attends

  • Retail sales managers
  • Small business sales managers
  • High net worth sales managers
  • Contact Center managers
  • Sales team leaders & relationship managers
  • Investment and insurance brokers
  • Branch managers
  • Marketing directors
  • Retail executives
  • Community bank executives

Bank board directors with sales responsibilities

  • And their sales forces – see the registration form for the half-price discount for team members
  • Individualized tracks
  • Small Business Relationship Development
  • Sales to Individuals of High Net Worth
  • Contact Center Management
  • You will focus on your area of responsibility by attending sessions designed and delivered with your market in mind. Whether you’re in retail, commercial or trust, your sessions will be delivered spot-on by the experts in your particular field.

The right mix of experts, case studies and how-to action plans.
The Sales Management Conference and Team Workshop is like no other sales program. Industry experts deliver step-by-step, how-to action plans and real-world financial sales case studies so you can immediately enhance your team’s performance with take-away materials and insight.

Enhanced learning potential though peer interaction.
You know that some of the most valuable learning comes through conversations with your peers. This event will maximize your networking potential among peers throughout your two-day experience.

Bring your sales team and save 50% per person!
That’s right – only the first person from your institution pays full price, each additional person pays only half the rate.