Introduction to Fiduciary Practices Webinar Series
Click HERE for more information on this ongoing event

Avoid the Common RC-T Mistakes

October 9, 2018

Managing Sales by the Metrics
October 23, 2018

Managing Sales by the Metrics

October 23, 2018

1:30-2:30 pm Central Standard Time

There are a myriad of aspects to managing your sales force. One of the most critical and, in our opinion, least utilized is managing the numbers.

If revenue growth is important and you do not want to rely solely on market appreciation, then business development becomes really important and if business development is important then SALES MANAGEMENT is crucial.   One of the most critical components of Sales Management is managing the numbers!  And that means you have to have the “numbers”.

What numbers (activities) drive your sales results? Where do your sales people lose deals? You still need to figure out why, but that becomes a lot easier when you know where.

This webinar will provide the participants with ideas and principles of activity and numbers-based sales management as well as series of tools that you can start using immediately to improve your sales management infrastructure.

Take-Aways to Use Immediately:

  • Tool kit containing forms to capture, measure and report sales metrics.
  • A reinforcement of the commitment to manage by the numbers.

October 23rd, 2018


Fee: $295

Target Audience: Trust and Wealth Management Manager and RIA Executives.

Register Online