Company Overview

North Pointe Partners provides sales training and development to financial services organizations across the spectrum of organization size, product set and distribution structure.

Our programs are focused on improving efficiency, elevating impact and focusing the intent of sales professionals by developing the skills and procedural disciplines across four crucial foundations.

We are tenured professionals within the financial services industry having held sales, management, marketing and senior leadership positions prior to our work in training and development.

Financial Services Expertise

Our principals are tenured in the industry and are involved throughout the process strengthening understanding and alignment to company objectives.

Exceptional Program Facilitation

Our training & development programs are engaging, highly relevant and immediately actionable.

A Tailored Approach

We create programs tailored for your specific needs and goals. Together we build more confident, higher performing teams.

Financial Services Expertise

Our principals are tenured in the industry and are involved throughout the process strengthening understanding and alignment to company objectives.

Exceptional Program Facilitation

Our training & development programs are engaging, highly relevant and immediately actionable.

A Tailored Approach

We create programs tailored for your specific needs and goals. Together we build more confident, higher performing teams.

How We Work With Our Clients

Starting with in-depth, one-on-one conversations, we – together – define the initiatives from which our team tailors your development program. Our promise? Each program is not only a catalyst for better performance but an exercise in developing a valuable and repeatable set of practices.

  1. Discovery & Alignment – Start with in-depth, one-on-one conversations to understand priorities, uncover opportunities and define the development objectives of the program.
  2. Development & Delivery – Our team creates a program outline for your consideration aligned to the development objectives and that when delivered is both engaging for the participant and effective in driving the desired changes in process and behavior.
  3. Sustain & Support – The goal of our effort is participant application in everyday practice. We provide post-program support through conference calls, offering coaching and feedback for early implementation efforts, articles and postings plus video and audio modules where applicable.

“Hank knows the financial services business intimately, unlike most consultants! Content was perfectly aligned to our responsibilities.”

“Hank is incredible, relevant and business savvy. Great communicator.”

“Great rapport with group, high energy, fun and professional.”

“Ordinarily, I do not give 10s. Hank took it to another level.  Perfect 10 – You’re worth it!”

“Hank is a consummate professional. Great insight and ideas. Very engaging facilitator.”

Meet Our Principal

Hank is considered a breed apart in the development community. He is one of the rare individuals who possesses extensive experience within the positions he addresses coupled with a remarkable ability to productively engage his audience. He is highly regarded for both his listening and speaking skills and for his energy, humor and insights. With a deep commitment to continuous learning, he has refined his craft through engaging thousands of participants from hundreds of organizations across the spectrum of product, position and participant tenure.

Hank was a twenty-year veteran of the financial services community having performed with distinction in sales, sales management and executive roles before beginning his career in professional development. He started his initial firm in 2002 and has been developing and delivering training and coaching programs exclusively to the financial services industry forming North Pointe Partners in 2014.

He is a husband and father and credits the experience of 28 years of marriage and raising two daughters with his ability to listen and adapt! Hank is an outdoor enthusiast. He is a frequent participant in triathlon and running events and credits his participation in those events to teaching him humility!

LinkedIn Profile

By knowing your business and getting to know you, together we build more confident, higher performing sales teams.

Let’s get started.

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