“The program has been a catalyst in the transition of the organization from being reactive to proactive. Our people are better coaches, the quality of conversations has improved and our people now focus on the needs of our clients.”

“The implementation has taken on a life of its own. The continuity of the relationship with the St. Meyer & Hubbard trainers has been critical. The management techniques we learned from them have moved beyond client-facing employees.”

“Our Relationship Managers are mature, and have a lot of experience. I was fearful they would be reluctant to change, but they rated the training 4.7 out of 5, and adoption was stronger than I thought it would be.”




STEP (Sales Transformation Execution Program)

STEP is the unique approach we have developed to create sustainable improvement in sales performance for financial institutions.


STEP ensures that our tailored sales training integrates into growth and profit strategies, resulting in positive cultural change, a better customer experience and bottom line results.


STEP involves several key elements:


  1. Performance Assessment
  2. Skills Training
  3. Coaching
  4. Collaboration
  5. Targeted Playbook Modules