Corporate & Institutional 2016-11-01T19:30:45+00:00

Corporate & Institutional

An in-depth understanding of a wide range of institutional investment processes has been a core element of our capability from the inception of Greene Consulting. We are able to: (1) develop effective presentation material that accurately conveys the institution’s investment methodology, and (2) conduct developmental training that enhances each professional’s ability to communicate their distinguishing strengths in a competitive manner.


We conduct training and message development in a collegially-challenging environment where mutual respect is present – an essential factor in producing positive results and making a firm’s investment in training yield true growth. Our breadth of expertise enables us to conduct training sessions that integrate investment professionals with sales practitioners, while commanding the respect of both of these somewhat diverse disciplines in the process. Thus, our training is implemented in a context that best simulates the business development process. Additionally, we are able to challenge these professionals in a collegial manner that moves each participant from their current level to a more advanced level of competence.


First, we evaluate a firm’s messaging and presentation library. From that analysis, we iterate to a library that more accurately positions the capability of the firm, and then train the integrated group of professionals using three training components:


  • Coaching Value Leadership Mentor

Coaching Value – Do You Have It?

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Sales reps reporting to great managers report high levels of job satisfaction and deliver four times more revenue than those working for poor managers. [...]

Are YOU Delivering a Consistent, Client-Centered Experience?

August 3rd, 2017|Comments Off on Are YOU Delivering a Consistent, Client-Centered Experience?

Consider the following conclusions from a 2012 Corporate Executive Board report titled Building Loyalty Through a High-Quality Client Experience: “Clients’ low confidence in financial [...]

Want to Increase Sales? Stop Selling and Serve!

May 10th, 2017|Comments Off on Want to Increase Sales? Stop Selling and Serve!

Don’t let this title deceive you. We are not suggesting you eliminate the word “sales” from your organizational vocabulary. It’s a valid term and [...]

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 [...]


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