Speaking Engagements

Inspire people to be their best

Whether you’re planning a multi-day seminar packed with actionable activities or seeking a 90-minute burst of inspiration, Sarah Dale, Founder of Know No Bounds, brings a wealth of experience to your event. Sarah has captivated audiences ranging from sales and support teams to executive leadership, and even the spouses of your associates!

At Know No Bounds, we tailor our programs to align with your corporate messages and resources, ensuring maximum impact. Our in-person engagements come in the form of interactive workshops or dynamic keynote addresses.

Branch/OSJ Leadership

Leveraging our Leadership Model, we deliver insights and strategies on the five critical functions of this complex role: recruiting, management, compliance, sales development, and leadership.

Financial Advisors

Our Advisor Model focuses on key areas such as new client acquisition, client development, and practice management, helping advisors thrive in their roles.

Support Associates

Support teams are crucial in enhancing advisor productivity. Our programs are designed to make client service associates, service managers, and customer service reps more efficient, freeing up advisors to concentrate on their core strengths.

Home Office Leaders

We provide guidance on employee attraction, operational excellence, employee engagement, and business management, ensuring your home office runs smoothly and effectively

Samples of Speaking Topics

Don’t see what you’re looking for? We’ve got much more. Contact Us.

KNOW SERVICE: Driving Revenues with 5-Star Service

Relationship Retention in Turbulent Times

KNOW PLAN: Grow by Design, not Default

KNOW TEAMS 101: New Team Formation

KNOW CLIENTS: Understanding & Maximizing Your Relationships

Connect with Clients. Reap Results.

Practice Management: Fine-tuning Your Business with Increased Efficiency

Growing Your Business the “Ideal Way”: “FINDING” Opportunities in a New World

The DNA of Value: Creating a Distinct You!

Best Practices: Generating a Referral-based Business

Best Practices: Maximizing Current Relationships with Organic Growth

Finding the Leader Within (Complex/Branch Manager, RIA Leadership)

Unlocking Your Potential: People + Process = Performance™

Embracing Change: The Role of Client Service Associates in Today’s Industry

Optimize You

Pricing

Speaking Fee: $7,500 – $15,000
Customized based on length and desired deliverables
Quote provided following discovery call to determine content, length of program, post-event follow up, desired outcomes