Mutual Fund Companies

Intermediaries who use fund products to manage assets are increasingly seeking mutual fund representatives who truly understand the multiple practice models used by Financial Advisors (FAs) and Registered Investment Advisors (RIAs). They particularly desire mutual fund representatives who understand how specific fund products can best be used to develop business and manage client assets, and they are inclined to only grant access to those fund representatives whom they consider to be value-added consultants and not simply traditional wholesalers.


Greene Consulting provides industry-specific evaluation and training to increase Mutual Fund Consultants’ abilities to conduct effective product and sales/support presentations to individuals and groups of targeted FAs and RIAs. For Wholesaler Managers, a structured sales management process is available to help manage internal and external wholesale activity, production, and results. In addition, we have developed programs to serve the Financial Advisor (FA) and Registered Investment Advisor (RIA) markets that you can use for value-added wholesaling.


Nine Strategies for Leading through this Disruption

April 8th, 2020|Comments Off on Nine Strategies for Leading through this Disruption

In times of disruption like we are experiencing today, it is important for Advisors to be thoughtful and intentional in how they engage clients. [...]