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5 Tips for Branch Managers to Lead an Effective Sales Meeting

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There’s a reason why employees and managers can feel unenthusiastic about meetings. Too often, meetings can be unproductive gatherings where each person feels their time could’ve been better spent elsewhere. As a mortgage branch manager, your job is not only to guide your employees to success, but also to motivate them to perform to their full potential. An effective sales meeting is never a waste of time. It’s an opportunity to check in, address issues, create plans, and inspire motivation. Because of this, branch managers need to plan and facilitate effective sales meetings that maximize everyone’s time. Here are some tips to take your meetings to the next level:


Give focus to the meeting

As the person planning and leading the meeting, you must create a clear focus. You can initially give an overview to review progress overall, but remember to hone in on one pertinent issue for each meeting. Otherwise, you won’t have time to delve into anything in a productive way. You also may lose the interest of your team if they’re unsure about the subject of the meeting. When it comes to what to focus on in sales meetings, think quality over quantity. When you’ve identified a clear focus, share that will all attendee so that everyone can be on the same page.



The more a manager prepares for their meeting, the better it will go. Preparation and planning are key to ensure that the meeting is a productive use of time. It’s a good idea to make an outline or presentation to use as a tool to keep the meeting organized. In addition to being well prepared yourself, letting your team in on what will be covered in the meeting ahead of time gives them the opportunity to come better prepared as well. Hold them accountable by announcing the topic and agenda prior to the meeting, and encourage dialogue throughout.


Don’t waste time

Meetings shouldn’t feel like a gathering that eats up valuable time — they should feel valuable themselves, and they should also respect the time of everyone present. Work at facilitating an efficient flow in your meetings. Planning out what you’d like to cover is smart, and make sure that plan can be handled in a brief meeting. Identify the things that must be covered in-person as a team, and also identify things that could be addressed one-to-one or via email. Maximize your time by sticking to only what needs to be covered in the group meeting. Also, make an effort to stick to the allotted time frame. Show your employees that you value their time by making the meeting productive, concise, and efficient.


Engage everyone

Meetings shouldn’t feel like a monologue. To get the most out of your meeting, you should make sure that everyone present is engaged. Where would you specifically like the input of your team members? Be sure to note some questions you can ask about these topics. When you make it clear that meetings will be interactive, employees will come more prepared to participate. Offer pauses throughout the meeting to allow employees to contribute. When someone does offer input, make sure to give them adequate time and consideration. Don’t just jump right back into what you were saying; instead, engage with what they had to offer before moving on.


Acknowledge success

Public acknowledgment is a great motivator. Sales meetings are a perfect way to reward team members with recognition and to motivate the rest of the team to strive for more. Get in the habit of doing this at every meeting. You can highlight the success of the team as a whole when appropriate, and you can also briefly note individual achievements. Just be cautious to recognize different individuals each time and not to exclude anyone. Recognition doesn’t just have to be about the highest numbers. You can also compliment employees on customer service, problem solving, and positive attitude.


Sales meetings should be an empowering block of time for the entire team. To really cement the success of the meeting, be sure to take notes either during or afterward to capture the most important points. Then, you can send a brief email to your team to follow up on what was discussed. By incorporating these tips into preparing for and leading your sales meetings, you’ll set yourself and your team up for success.


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