Slide thumbnail

EMPOWERING EFFECTIVE LEADERSHIP

“After a significant merger, we needed a
consistent approach to Leadership and
coaching. Greene Consulting's creativity
helped us think beyond the traditional
approaches. The result was a proprietary
Leadership Accreditation Program that has
transformed our organization.”

Slide thumbnail


INCREASING SALES EFFECTIVENESS

“Greene Consulting's clearly defined and
delivered process gave us immediate
confidence and excitement, but more
importantly, IT WORKED! We saw
immediate results. This has proven to
provide a true cultural change and a high
degree of sustainability.”

Slide thumbnail


EXPANDING PROFESSIONAL EXPERTISE

“We needed a thoughtful approach to
equipping professionals with the depth of
expertise they need to address the needs of
our clients. Greene Consulting delivered the
resources, expertise and creativity required
to structure a solution that exceeded our
expectations.”

Slide thumbnail


TRANSFORMING THE CLIENT EXPERIENCE

“Greene Consulting's unique perspective in
the realm of the Client Experience has
transformed our approach. The insights into
what it takes to deliver a more distinctive
client experience, combined with the insights
from the Ritz-Carlton, provides us with an
approach with lasting, meaningful impact.”

Home 2016-11-15T18:54:08+00:00
retail_banking

The new Fiduciary Rule will ultimately result in many clients consolidating their retirement assets with a single advisor. Our program helps ensure that their most trusted advisor is YOU!

certificate_technical_programs

Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.

alternative_investments

Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.

Latest From Our Blog

Want to Make Your Number? SIMPLIFY Your Coaching!

March 23rd, 2017|Comments Off on Want to Make Your Number? SIMPLIFY Your Coaching!

The single biggest obstacle to consistently achieving goal in our industry is sales leadership, or more specifically, the lack of consistent, value-add coaching. Probably not a profound revelation for most of you. But if [...]

Raise Your Right Hand and Repeat After Me….

November 29th, 2016|Comments Off on Raise Your Right Hand and Repeat After Me….

As firms and advisors begin to define their business models in a post-DOL world, many are making headlines. Merrill dropped commissions altogether in retirement accounts and will not use a BICE. Others, like Ameriprise [...]

What’s Missing in Financial Services?

October 13th, 2016|Comments Off on What’s Missing in Financial Services?

Recent research about the financial services industry suggests we have some work to do as to how our industry is perceived by the general public. In 2016, the financial services industry (for the fourth consecutive [...]

  • client experience mistakes

The Misunderstanding about Client Experience

September 1st, 2016|Comments Off on The Misunderstanding about Client Experience

The conclusion in this PWC survey served to reinforce what Greene Consulting anticipated back in 2010 – that the next major focus for financial services firms would be around the Client Experience. It was [...]

SUBSCRIBE

Subscribe to our blog to get access to Industry Trends and Insights as well as timely Practice Management ideas  you can implement yourself. Stay up-to-date on the latest industry news. Subscribe today!

You have Successfully Subscribed!