WIFS Invites You To: Why Sales Agility ~ The Mindset Needed for Today’s Complex Environment 1.22.20

WIFS Invites You To: Why Sales Agility ~ The Mindset Needed for Today’s Complex Environment 1.22.20

Wednesday, January 22, 2020 at 11:30 AM to 1:00 PM (CST)
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Il Bel Lago Restaurant
11631 Olive Boulevard
Creve Coeur, Missouri, United States 63141

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Why Sales Agility

The Mindset Needed for Today’s Complex Environment

You are invited to join us for a meeting featuring:      
Carrie Nelson, Managing Principal at Atlas Point

Description of the talk:


The business world is changing.  It makes sense that your sales approach and how you grow your business changes too.

Nelson explores a framework for assessing evolving business models and provides a framework for sales agility.

Participants receive business development tools they can use immediately and an introduction to positive psychology to increase momentum and growth.

TOPICS:  Strategy, Business Development, Positive Influence

Location for this event;
Il Bel Lago Restaurant

11631 Olive Boulevard, Creve Coeur, MO 63141



Carrie Nelson is a high performing leader with business development, consulting management and entrepreneur experience.  As a Principal with E&Y, Nelson established new accounts and a new market.  She also grew large accounts and led the wealth management advisory practice for the Midwest region.

After 19 years in consulting, Nelson was invited to lead Firm Strategy and Planning as a Principal at Edward Jones.  Nelson experienced being on the other side of the table which evolved her perspective.  She is empathetic when understanding client needs and intentional when linking solutions to meet complex business challenges. 

As the Managing Principal of Atlas Point, Nelson established the business development consulting firm bridging practical experience and academic research to help professional service experts grow their business with greater momentum and impact.


11:30 am - 1:00 pm ~ Discussion

Big Thanks to Our Sponsors





Must I be a member to come?
No, for the monthly meeting, you do NOT need to be a Member. You may join us as a guest for three (3) meetings before you choose to join us as a Member. We'd be remiss if we didn't mention, however, that along with a plethora of other benfits to members, every meeting fee is reduced for those who are already Members at the national and local level. If you think you may want to join as a Member to enjoy these perks, please visit our national site HERE and do so BEFORE you register for the event to take advantage of reduced Member meeting fees immediately. (note that national dues are pro-rated at the time you register and that there is an additional nominal annual fee payable to the local chapter so make sure you select "St. Louis" when selecting your local chapter)

Is this only for Insurance Agents?
Not at all!  The organization serves women in ALL financial services and related fields. For instance, CPA's, Tax Attorneys, Bookkeepers, Financial Planners & Advisors, Bankers, and people in related fields such as professional coaches, etc.  Learn about the benefits of joining the organization at the local chapter level HERE.

When are monthly meetings?
Greater St. Louis Chapter WIFS typcially meets every FOURTH WEDNESDAY of the month, with the exception of November and December, to accommodate winter holidays. We also do not have a meeting in July as our Members find it's a time when they prefer to enjoy summertime fun. 
What is the refund policy?
Because we are obligated to make arrangements with the venue to include you well in advance, once you've registered for the meeting, we will be billed for your lunch. Therefore, we hope you understand that WE CANNOT ISSUE REFUNDS once tickets have been submitted online and purchased.

What if I don't have a PayPal account when I register?
No problem. While most people find it convenient to use their PayPal acccount, we like to give  you options. When the PayPal link loads up, simple choose to "CHECK OUT AS A GUEST". You'll then be able to enter your credit card information as you would for any other online purchase.

Where can I contact the organizer with any questions?
Please email Stephanie Martinez, our St. Louis chapter president, stephanie@theestateplannerllc.com, with any questions you may have. Be sure to put "WIFS Meeting Registration" in the Subject Line.

Is my registration/ticket transferable?
Your registration/ticket is transferable to another attendee however, you must UPDATE YOUR RESERVATION ONLINE 24 HOURS PRIOR to the start of the meeting.  Registrations are NOT transferable between events.  NOTE: Since we must give a headcount to the venue ahead of time, WIFS Greater St. Louis Chapter cannot guarantee that meal accommodations can be met with transferred registrations. We will make a "best effort" to accommodate you, however we request you contact WIFS directly at stephanie@businessandestateplanning.com to address any specific dietary restrictions due to health reasons.  Be sure to put "WIFS Meeting Registration Transfer" in the Subject Line.



Il Bel Lago Restaurant
11631 Olive Boulevard
Creve Coeur, Missouri, United States 63141

Get directions »

Event hosted by

Greater St. Louis Chapter of WIFS
101 S. Hanley Rd., Ste. 800
St. Louis, MO, 63105
Greater St. Louis Chapter of WIFS

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