MASS AFFLUENT

Helping organizations deliver a scalable Guidance-based Experience to Affluent Clients

THE OPPORTUNITY

There are over 30 million households in the United States in the Affluent segment ($100,000 to $1,000,000 in investable assets), many of which have significant financial needs yet often lack access to the thoughtful advice and guidance they want and need. The Affluent segment of the market represents a significant opportunity that non-traditional wealth managers are growing at an increasing rate.

KEY ISSUES

While the opportunity is significant, capitalizing on it requires a thoughtful strategy that addresses key questions, including:

How do we deploy a scalable, guidance-centric strategy?
How do we deliver a differentiated Client Experience?
How do we equip Associates with the skills required to execute our strategy?
How do we ensure our service model addresses the needs of this segment while still being profitable?

OUR APPROACH

Having worked extensively with the top organizations in the US, we understand the unique issues and challenges associated with deploying an effective strategy targeting the Mass Affluent segment. From Strategy Consulting to Program Implementation, Greene Consulting provides a robust platform of tools and resources to equip professionals with the expertise, approach, and practice management strategies they need to build a scalable and profitable Affluent Segment business.

AFFLUENT CLIENT EXPERIENCE DEVELOPMENT

Helping organizations design a differentiated and scalable Client Experience that addresses the unique issues relevant to the Affluent market segment

ADVISING THE AFFLUENT CLIENT PROGRAM

Equipping Advisors with the specific Knowledge and Client Engagement Skills they need to deliver a guidance-based experience with Affluent clients