Delivering a great client-centric experience will increase the number of referrals that you get, expand your current client relationships, and increase client retention. To learn about a few best practices for leading a distinguished, client experience, watch the video below.   3 Common Client Experience Mistakes Made by Financial Institutions 1.    Focusing on a client…

One of the biggest buzzwords in Financial Services Training and Development today is “competency.” At Greene Consulting, we have worked with many organizations as they embarked on defining key competencies to better define and clarify what is takes to be successful in a given position.  

We are excited to announce the launch of a new training program titled, “Estate Planning Strategies – A New Paradigm for Advisors.” This online, self-study program is designed in partnership with industry-leading estate planning attorney, Donna Schumell and Greene Consulting. The online, self-study program equips Financial Advisors with: A broad understanding of The American Taxpayer…

Pulling the trigger on sales training can be nerve-wracking, especially with the culture of austerity we all face today.  Your butt is on the line for the investment and, for most, training has historically produced only marginal results (assuming you can even measure the results!).  Nevertheless, you need a solution to meet next year’s goals…