Sarah Dale is President of Know No Bounds and Partner at Performance Insights, where she works with financial advisors and financial services firms to enhance leadership, team performance, and business growth. Specializing in executive coaching and organizational development, she helps professionals build resilience, strengthen relationships, and maximize their potential.

1:11 Adapting Without Compromising Core Values

5:25 Why Leadership Vision Must Be Lived, Not Framed

10:42 The Career Opportunity That Changed Everything

12:31 Great Advisors Don't Automatically Become Great Leaders

17:20 The 7-Person Team Threshold in Wealth Management

20:32 Financial Advisor Coaching: Building High-Performing Support Teams

28:03 Using DISC to Improve Team Dynamics and Client Relationships

34:06 The Partnership Mistake That Became a Hinge Moment

36:51 Why Mindset Drives Every Leadership Decision

38:42 Mental Toughness in Wealth Management: Adapt or Get Left Behind

41:51 Abundance Thinking, Hiring, and RIA Growth

45:53 Advisor Succession Planning Is Really About Trust

48:21 The Identity Challenge of Retirement for Financial Advisors

54:27 Stop Pointing Fingers and Take Ownership of Growth

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Dr. Rob Bell