Sales Organizational Leadership Development (SOLD) Workshop- Virtual Program

The Sales Management Workshop

 March 20-22, 2024

Virtual Program

Are your salespeople and relationship managers as good as they could be?  Are they as good as they should be?  If not, who is helping them get better?  How is your organization giving them the skills, confidence, and background to be effective?

It is impossible to build a successful sales culture without the fundamental tools of sales management.  All too often, we take our most successful salesperson and make him or her the manager.  In the process, we lose our best salesperson and get a mediocre (if we’re lucky) sales manager.  Then we throw empty slogans and temporary training ideas and silly sales promotions at the problem to try to improve sales performance

If you want to build a sales culture; have a successful sales force; and have continued improvement from the entire staff, you need sales leadership.  You need leadership that provides feedback and direction and measurement and help.  Unfortunately, too few “sales managers” truly understand the importance of leading and managing the process.

For over 30 years we’ve helped sales leaders in honing their skills in leading productive sales teams. Sales Organization Leadership Development (SOLD), our sales management workshop, is designed for every level of management —CEOs; COOs; managers of commercial, trust, and retail departments; branch managers; and managers of staff functions, such as marketing and human resources.

We have virtualized this program for 2024 delivery. This will be delivered in three 1/2 day (9:30am-1:15pm CENTRAL TIME) sessions on consecutive days. There is a required one hour “orientation” session on March 4th (at 1:30pm central time) to test technology and to share some introductory material.

Sales Organization Leadership Development (or SOLD) provides all attendees with valuable tools and skills to help:

  • Make better hiring choices
  • Provide effective coaching and skill development
  • Plan and conduct effective sales meetings
  • Establish reward and recognition programs
  • Create an effective sales management infrastructure

We will provide all attendees with the tools they need for success and the confidence and methodology they need for a successful implementation.  In today’s fast-paced, super-competitive marketplace, no organization can afford to be without skilled managers at every level.  Seldom do managers—especially new managers—receive the training they need in order to be truly successful.  This could be one of the very best investments you ever make!

If you have questions about The Sales Management Workshop, please call Loyd Pohl at (800) 677-7432 ext. 4002.

Only one open registration workshop is held each year.  If you have eight or more possible registrants, ask us about an “in-house” workshop for your organization.


Register Online


Wealth Executive Forum 2024

September 29- October 1, 2024

“Leadership is the capacity to translate vision into reality.” Warren Bennis

Could you use a “brainstorming” session with experts and peers? Do you ever wish you had someone who could be a source of new ideas? We all need inspiration, help or support somewhere along the line. This annual gathering of Trust and Investment Managers is unlike any other conference you might attend.

Here’s why this is the most valuable conference you’ll attend this year:

  • You’re meeting in an informal but structured setting with colleagues from across the country.
  • Everyone shares ideas and asks questions of one another. Get specific answers from people who have shared similar experiences. Find out what your peers are doing – and why.
  • Share revenue, staff, profit and growth numbers with top-performing leaders.
  • Take home 15 to 30 “new” ideas from the Idea Exchange.

The “Idea Exchange” is an opportunity to interact with your peers, ask and learn from one another. Past participants agree the “take away ideas” are immediately applicable and invaluable. Group lunches and dinners sponsored by participating vendors increase the networking opportunities and the synergies! This may be one of the best investments you make all year – only $395. Register now – mark your calendar – and look forward to an inspiring and stimulating experience. Register by mail, scan and email, fax or go online at

  • “Impressive group of managers – very talented and smart. Younger managers – very sharp – great for the industry. Great sharing – everyone very open to sharing – key to success of the event.” – Steven
  • ” The Idea Exchange provides a great forum for discussion. I always leave with lots of actionable ideas.” – Kim
  • ” Excellent value for the cost of attendance.” – Steve

See you September 29th!


Relationship Sales Workshop November 2024

November 6-8, 2024

If your current or desired position in your organization carries an expectation that you build relationships that enhance company revenue…

This workshop is for you!
If you are a sales veteran who has reached a production plateau …
This workshop is for you!
If sales presents a new career challenge ….
This workshop is for you!
If you are working harder at sales and enjoying it less …..
This workshop is for you!

  • Loan Officers
  • Private Bankers
  • Personal Bankers
  • Sales Managers
  • Trust Officers
  • Branch Managers
  • Insurance Agents
  • Wealth Advisors
  • Investment Representatives
  • Mortgage Originators
  • Financial Advisors
  • Business Development Officers

Wealth management models, private client service models, integrated models, and traditional product line models each depend on relationship management skills and a sales process that allows the staff to maximize its success. The skills and processes taught in this workshop can give any individual the opportunity for that success. Best of all, anyone who is in the financial services business in order to help people get what they want in life will discover a higher level of job satisfaction.

We emphasize the process (while also practicing skill enhancement) because we see this process as the missing piece for people and organizations that have reached a plateau or faltered in their sales development efforts. This workshop provides a true impact event—it creates a total experience of learning and reflection to truly affect your future. If what is learned is applied consistently, it will have a very positive impact on your sales and retention results, and, on your career!

The investment for this workshop is $1495* for each participant. Lunches and all workshop materials and tools are included in your investment. Participants are responsible for their travel, lodging, and any meals outside the workshop.