A Structured Approach to Better Performance.

Our mission is to help financial service organizations develop more strategic, intentional and efficient teams.

Starting with conversations about your goals, challenges and priorities and guided by our deep well of knowledge and experience, we align our expertise with your vision for success.

There is an exciting future for wholesaling. Our purpose is to develop the skills and disciplines your team needs for any and every aspect of the new distribution landscape.

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Training and Development

We address the objectives and challenges of sales and management professionals such as:

  • More concise and impactful messaging both spoken and written
  • Stronger, time efficient “franchise management” disciplines
  • A more intentional sales process to a more targeted audience
  • A framework for maximizing the impact of every meeting
LEARN MORE >

Workshops

Material taken from our training programs to add impact to national and divisional sales meetings. Topics include:

  • The response required for a changing distribution landscape
  • Saying more with less
  • Framework for leveraging the benefits of “team”
  • The “Operating System” for wholesaling
LEARN MORE >

Assessment and Consultation

Better definition and clear commentary on the current level of execution across a number of crucial distribution disciplines.  Disciplines addressed include:

  • Sales process definition and execution
  • Sales leadership and management routines
  • Sales “team” disciplines
  • Sales and marketing message alignment
LEARN MORE >

Training and Development

We address the objectives and challenges of sales and management professionals such as:

  • More concise and impactful messaging both spoken and written
  • Stronger, time efficient “franchise management” disciplines
  • A more intentional sales process to a more targeted audience
  • A framework for maximizing the impact of every meeting
LEARN MORE >

Workshops

Material taken from our training programs to add impact to national and divisional sales meetings. Topics include:

  • The response required for a changing distribution landscape
  • Saying more with less
  • Framework for leveraging the benefits of “team”
  • The “Operating System” for wholesaling
LEARN MORE >

Assessment and Consultation

Better definition and clear commentary on the current level of execution across a number of crucial distribution disciplines.  Disciplines addressed include:

  • Sales process definition and execution
  • Sales leadership and management routines
  • Sales “team” disciplines
  • Sales and marketing message alignment
LEARN MORE >

Understanding your business. Improving your results.

Discover how we can help your team achieve their north point in performance.

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We asked our participants to rank key areas of our program on a scale from 1 to 10. Here are the results:

Practical, Relevant Nature of Topics Addressed – 9.9/10
Quality of Program Materials – 9.4/10
Facilitation by the Trainer – 9.9/10
Overall Value of the Program – 9.8/10

Clients that re-engage with North Pointe Partners for multiple programs

84%

“Best program I’ve ever been through. Hank relates really well to everyone in the room. He knows how to get his point across in a way that is easy to understand.”

“Great program. Challenged me to improve as a seasoned sales professional.”

“I have had sales training from a number of providers. This is the first time that I am leaving with ‘real’ things to apply that will make a difference and that will “stick” for more than a few days.”

“Any time I can take something and apply it to my real world, it’s a “10”. This entire program was a ’10’!”

“Though this is the 3rd time I have been in a North Pointe Partner program, I continue to find things to implement in my work that make a meaningful overall impact.”

“Hank is an incredible teacher. Very engaging and excellent at simplifying. I have some fantastic takeaways that I will put into my practice!”