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.
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.
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.
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.
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.
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.
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.
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:
Each module includes customizable support tools:
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.
