What’s on Your Mind? A Summary of the Key Growth Issues Wealth Management Executives are Talking About in 2024

One of the immense benefits we have in our role at Greene Consulting is the opportunity to see and hear first-hand all that is going on in the Wealth Management Industry – from the good to the bad, the opportunities and challenges, and the best practices that are being employed to overcome any obstacles or challenges. This is a result of our business being solely focused on the financial services industry for over 45 years and working directly with hundreds of wealth management firms – from small RIAs to regional banks to large banks and broker dealers – thousands of advisors, and the executives leading those firms.

With the start of a new year upon us, we thought it worthwhile to briefly share some of the key issues we see wealth management firms facing and wanting (or better, NEEDING) to address.

Below is a list of the 6 key issues we’ve identified, with brief commentary on each, followed by what we believe to be the fundamental questions that if clearly (and correctly) answered, will lead to the delivery of truly differentiated value to your clients and the growth you are seeking.


Our Purpose at Greene Consulting is to positively impact the clients we serve so they can positively impact the lives of the clients they serve. Effectively addressing the issues above, we can say with total confidence, will lead to such an impact through the achievement of greater efficiency and effectiveness for your firm and your practice, and ultimately the realization of your growth potential.

If any one or more of these issues are on your radar as important to address in 2024, we invite you to connect with us using the form below. We would be happy to share more about what we are seeing, and our point-of-view based on our experience with helping firms and advisors tackle these and similar issues.

About Dan Greene and Rick Swygman