Webinar: Frontline Impact on Sales Culture
August 11, 2025 3:00 pm - 4:30 pm
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
Speaker: Lisa Miller, cuCoach, LLC
Lisa Miller is an accomplished executive coach and leadership consultant with over 20 years of experience in the financial industry. As the founder of cuCoach, LLC, she specializes in developing leadership bench strength, enhancing executive effectiveness, and fostering high-performing teams. With a background in leading diverse financial operations such as retail banking, marketing, training, and strategic growth, Lisa brings a deep understanding of the challenges and opportunities within the industry. She is a licensed Coaching Clinic Facilitator and a trusted advisor for emerging and established leaders looking to elevate their impact.