Financial Services

Delta Point specializes in helping financial services sales teams—from advisors to institutional reps—create more impactful client conversations. Whether you're onboarding talent or sharpening experienced professionals, our training equips teams to engage with confidence, clarity, and commercial precision.

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Driving Customer Conversations in Financial Services

Customer Engagement Toolkit

Transform sales conversations with tools that help professionals capture attention, ask insightful questions, handle objections, and drive action.

Audience: Financial advisors, wholesalers, client success teams
Business Impact: Stronger trust, clearer next steps, and improved sales outcomes.

Relationship Edge in Business (REiB)

Build deeper strategic partnerships with a structured Target → Build → Leverage model.

Skills: Influence mapping, trust acceleration, stakeholder advocacy
Business Impact: Faster product access, better alignment, and sustained growth.

Coaching Catalyst (C²) Framework

Empower managers to coach in real time—during advisor calls, meetings, and ride-alongs.

Skills: Feedback delivery, behavior change, coaching IQ
Business Impact: Coaching becomes a performance driver, not just a check-in.

Emotional Intelligence (EI)

Develop self-awareness and empathy for high-stakes financial interactions.

Tools: Personal assessments, live workshops, 1:1 coaching
Business Impact: More trust, less friction, better outcomes in volatile or complex scenarios.

Resiliency

Equip teams to stay focused, confident, and calm during change and uncertainty.

Includes: Stress assessments, live sessions, habit coaching
Business Impact: Teams rebound quickly, adapt faster, and lead with poise.

Superstar Selling Academy (SSA)

A 100+ video library designed for financial professionals.

Features: Role-plays, scenario-based learning, real-time tracking
Popular Courses: Selling excellence, coaching leaders, financial goal setting
Business Impact: Just-in-time learning that boosts readiness and message consistency.

Delta Points of Sales Excellence (DPoSE)

Bite-sized learning modules for critical sales moments.

Topics: Empathetic selling, smooth transitions, solution positioning
Tools: Leader and participant guides, presentation-ready decks
Business Impact: Agile execution and stronger advisor engagement—fast.

Pathways for Success (PfS)

A series of in-depth, self-paced lessons designed for the sales rep to develop mastery of specific selling skills.

The program allows for the sales manager to simply monitor their sales people’s progress, or be a more active participant in their skill development.
Modules include:

  • Mindset matters—the power of thoughts
  • The art of questioning
  • Engage customers with your opening
  • Closing to gain commitment

Each module includes customizable support tools:

  • Leader’s guide
  • Leader’s reference guide
  • Participant guide
  • Participant workbook
  • Participant audio File
Other Consulting Solutions

It can be challenging to identify exactly what the problem is—or to determine the best use of limited resources.

Delta Point has a depth of experience unmatched in the industry, which gives us an edge when determining how to make a difference in your unique situation.

Please contact us to learn even more about our methodologies and consulting solutions.