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.

THE SOLUTION

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.

Wholesaler/Consultant Program

A one or two-day program equipping Wholesalers with effective strategies for increasing distribution through a consultative Advisor engagement process. It also provides evaluation and training on conducting effective product and sales support presentations.

Wholesaler Sales Management

A two-day support training workshop that teaches regional, national, and sales desk management the application of skill development, accountability, and measurement, while enhancing the management skills of delegating, coaching, teaching, and motivating.

Value-Added Programs

A simple, efficient, and targeted coaching program that ensures the meeting of a minimum standard of knowledge and competency. Online modules for ongoing support are provided, and include leader and assessment guides and coaching best practices.