Start Date: 8/11/2025 9:00 AM MDT
End Date: 8/11/2025 10:30 AM MDT
Location:
United States
In many financial institutions, frontline sales expectations are either loosely defined or overly focused on transactional goals. This approach often leads to missed opportunities and disengaged employees. In this session, former sales coach and financial executive Lisa Miller will share practical, experienced-based strategies for building a relationship-driven sales culture that lasts and delivers meaningful results.
Drawing from her years of coaching financial services teams, Lisa will address common challenges for preparing frontline employees to confidently deepen relationships. She’ll explain how to equip your teams to engage in natural, service-focused conversations that reveal needs, build trust, and grow relationships.
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