Value-Added Wholesaling
Overview
A significant portion of Greene Consulting's practice is with the Financial Advisor (FA) and Registered Investment Advisor (RIA) market – the very people whom wholesalers call upon. We know this industry well, and our knowledge of their needs has enabled us to develop state-of-the-art products and programs to serve them. These solutions provide a cost effective, time-saving, and effective resource for value-added wholesaling.
Click on each product to learn more.
Our hundreds of proprietary online courses are designed to enhance the technical proficiency of users. These courses cover a wide range of subject matter (investments, trust, estate planning, insurance, retirement and other esoteric financial subjects), all designed to focus on specific needs of financial service professionals. These courses can be privately labeled and provided by fund managers to intermediaries.
In conjunction with a number of national universities, we provide an online curriculum that satisfies the educational requirement of the CFP Board. By using this time-saving, high retention method of satisfying this requirement, a participant can then apply and sit for the CFP® examination. This unique and productive program provides a significant value-add to those desiring to enhance their professionalism in this highly competitive environment.
Much of the professional training Greene Consulting conducts is with Wealth Managers, who are the intermediaries who distribute Mutual Fund products. Our training solutions, expounded upon in the Wealth Management and Institutional Management sections of this site, can be used by Mutual Fund companies as value-added services for their intermediary clients.
Target Audience
Internal and External Wholesalers
Structure
One or Two-day Program equipping Wholesalers with effective strategies for increasing distribution through a consultative Advisor engagement process.