"We needed a thoughtful approach to equipping our somewhat skeptical Financial Advisors with the depth of expertise they need to address the needs of HNW clients. Greene Consulting delivered the resources, expertise and creativity required to structure a solution that exceeded our expectations. After seven years, our Wealth Management Certification Program continues to be our most successful."

The Solution

Internal Marketing Strategy

Created an internal marketing and communication strategy that addressed Advisor skepticism. The Strategy resulted in the program being over-subscribed for over three years.

Program Development

Developed a customized Wealth Management Certification Program that integrates company-specific issues capabilities and products which is followed by a comprehensive exam and client application board review process.

Program Implementation

Equipped Senior Leaders with a structured Certification Review Process that is conducted internally by the Management Team.