Assessment and Consultation

The development of people and processes within distribution organizations has never been more critical at a time of great change within our industry.

The most important aspect of maximizing a return on investment of the time and resources in any development initiative, is to first accurately assess the current state of execution across several key disciplines.

By virtue of the length, breadth and depth of our work within the financial service industry, North Pointe Partners is particularly valuable in assisting organizations in defining their current state of execution and identifying gaps and/or deficiencies for further development.

Our services run the gamut from a few hours with a single executive to multiple sessions with key stakeholders from across the organization.