Greater St. Louis Chapter of WIFS

St. Louis, Missouri


January 22, 2020
11:30 am - 1:00 pm

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

Carrie Nelson

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.


A Big Thank You to Our 2019 Sponsors:




Greater St. Louis Chapter WIFS
As the preeminent professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential. 

The Vision of the Greater St. Louis Chapter of WIFS is to provide industry knowledge, best practices, leadership development, networking opportunities and support for women in all financial services related industries.

The Greater St. Louis Chapter of WIFS was founded in 2015. We are committed to advancing women working in all areas of the financial services industry in the greater St. Louis area.

We meet monthly for lunch-and-learn style meetings that feature a guest speaker on a topic that positively impacts the success of our Member's business. Each meeting also includes mastermind time which gives you one on one connection with Members and guests when you need resources, ideas, and inspiration to grow your business.

In addition to structured monthly meetings, we enjoy making meaningful connections and having fun! We have quarterly social events which strengthen our relationships and grow our sphere of influence in a more relaxed environment.

Education * Mentorship * Networking * Local Events * MDRT Membership * Recognition * Your Voice * Online Resources * National Conference *
Social Media * Association & Industry News * Speaker's Bureau *
and much, much more!

Meet Our 2019 Leadership Team

Stephanie Martinez          Kelli Lewis              Carol Hofer   
  President                    Vice President             Treasurer

 Kathy Pallartio                                  Carrie Burggraf         
Membership Chair                         Community Outreach