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.

Sales Process Definition and Execution

Assessing the level of definition, consistency of practice and institutionalization of a framework for planning, preparation, execution and reporting through the sales cycle.

Sales Leadership and Management Routines

Assessing the level of definition, supporting resources and consistency of execution of management routines including communication disciplines, coaching and development, planning and analysis and performance management.

Sales “Team” Disciplines

Helping define a framework and best practices for the leverage of multiple roles within the distribution organization including field and internal sales, associate or support positions and account management.

Sales and Marketing Message Alignment

Working sessions to address the persistent challenge of better aligning marketing messaging and materials with required sales messaging and tools.  Building the bridge between marketing’s mission of selling to many and the sales mission of selling to one.

Sales Process Definition and Execution

Assessing the level of definition, consistency of practice and institutionalization of a framework for planning, preparation, execution and reporting through the sales cycle.

Sales Leadership and Management Routines

Assessing the level of definition, supporting resources and consistency of execution of management routines including communication disciplines, coaching and development, planning and analysis and performance management.

Sales “Team” Disciplines

Helping define a framework and best practices for the leverage of multiple roles within the distribution organization including field and internal sales, associate or support positions and account management.

Sales and Marketing Message Alignment

Working sessions to address the persistent challenge of better aligning marketing messaging and materials with required sales messaging and tools.  Building the bridge between marketing’s mission of selling to many and the sales mission of selling to one.

Better Navigate the “New Age” in Distribution.

Get the Expertise You Need Today to Reach Tomorrow’s Goals.

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