Development Tools and Methodology

After a comprehensive analysis of your training goals and objectives, our staff will design, develop and deliver a training program that meets the unique needs of your audience.

Our facilitators utilize a variety of instructional and learning methods, including case studies, role-playing, games, exercises, classroom lecture, discussion groups and most importantly, an open forum for the sharing of ideas.

Instructor led training may take place in a classroom, via web conferences, telephone conferences calls or one-on-one in your branch offices. LEE Training utilizes a variety of online learning tools to enhance the development experience.

Development & Sales Management Tools
  • Business Plan Template
  • Comprehensive Business Profile
  • Team Development Plan
  • DiSC Online Personal Profile System
  • Time Management Log
  • Marketing Campaign Template
Reader's Choices
  • Registered Rep Magazine
  • Research Magazine
  • Sales & Sales Management
  • Wall Street Journal