Sarah Dale

Sarah Dale, Co-founder of Performance InsightsPerformance Insights Partner and President of Know No Bounds, Sarah’s unique background incorporates the roles of business development, service, and leadership. Her financial services career has evolved from success working with clients to developing products and programs, implementing strategies for building and leading teams, developing and delivering training and coaching initiatives, creating efficiencies, and growing revenues.

As a practice management consultant and accomplished speaker, Sarah works with corporate leadership, branch and complex managers, advisors, sales assistants and teams to help drive performance. Having worked within the industry and held her Series 7, 9, 10, 63, and Life and Health, Sarah brings a hands-on understanding of the challenges teams face today. Through workshops, coaching, consulting, motivational engagements, and content creation, Sarah speaks to audiences on new client acquisition, client development, relationship management, leadership and practice management. Sarah brings practical ideas and specific “how-to” information to help teams identify and overcome their performance barriers and deepen their success. Sarah is actively involved in industry programs and an accomplished author. She co-authored The Question and Answer Book of Money and Investing in 1995 and Know Service- 5 Steps to 5-Star Service for Financial Professionals in 2007.

Sarah started her career in the financial services industry in 1990. She has served as director of marketing and training for a regional, full-service investment firm. Sarah served on the management committee responsible for the strategic development and management of the firm, was responsible for forming and running the Creative Business Development Department and served as liaison between the brokerage firm and bank parent company developing referral programs and exploring areas of integration. Sarah graduated from the E. Claiborne Robins School of Business at the University of Richmond. Originally from England, Sarah currently lives in Williamsburg, Virginia.

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