Manager Masterminds

Indications of Interest

What: A Mastermind group for National Sales Managers, Divisional Managers, Directors of Relationship Management adapted from Wholesaler Masterminds.

Why: My private coaching clients suggested an alternative to the cost and frequency of one on one sessions AND they want a place to exchange ideas with other leaders.

Who: Influential leaders in mutual funds, annuities and traditional life distribution. Each invitee either holds a title indicated above or has direct reports that do.

When: One 60 to 90 minute meeting per month via conference call.

How much: $199.00 per month, per person, auto billed to your credit card via PayPal. All calls will be recorded on a password protected line for playback at your convenience.

This will be a confidential and interactive group that will delve into topics of interest for managers in distribution and will be led by a professional coach, Rob Shore.

Topics discussed will be at the direction of the Masterminds and may include:

• How to stem the coming tide of turnover [if you don't think it's coming read: Glad I Survived the Recession Employed , Now I'm Leaving or consider that in a survey that is still being collected 75% of wholesalers indicate they are considering a change of firm this year]
• What format for business planning actually works? [either at the territory level or at the account level]
• How to incentivise beyond compensation?
• When do you manage up and when do you manage out?
• How to juggle the conflicting demands of what comes down from the C-suite and what bubbles up from the field?

Wholesaler Masterminds has proven wildly successful and now I’d like to bring the formula to managers with Manager Masterminds – and I’d like you, or your reports, to join me.