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