Frontline Impact on Sales Culture
August 11, 2025
Live Webinar
DateAug 11, 2025Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
The frontline has a natural opportunity to engage accountholders in conversation.
Discover how reframing those
conversations around service can make a lasting impact. Webinar participants will
leave with a practical framework for developing, coaching, and sustaining a
healthy, service-focused sales culture tailored to today’s financial industry
environment.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Use proven coaching techniques to develop a relationship-focused sales mindset for the frontline
- Define what a sales culture means for financial institutions and why it often fails to gain traction
- Explain how to shift from transactional “widget counting” to meaningful relationship building that drives long-term loyalty and growth
- Distinguish between training for sales tactics versus coaching for service-driven accountholder conversations
- Identify opportunities to better prepare frontline teams to recognize and act on needs
- Implement simple, sustainable practices for reinforcing a sales culture without relying solely on incentives or quotas
WEBINAR DETAILS
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.
WHO SHOULD ATTEND?
This informative session is
designed for branch managers, retail leaders, frontline representatives and
supervisors, training and development professionals, sales coaches, performance
leaders, and executive and senior leaders looking to elevate their service-driven
sales cultures.
TAKE-AWAY TOOLKIT
- Sales coaching conversation guide
- Frontline sales preparedness checklist
- Discover questions (examples)
- Sales culture self-assessment
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
L A Miller Coaching
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC