Greene Consulting had the privilege to partner with a large bank executive to help transform his division from a near-death spiral to a best-in-class sales and service organization. This engagement included a focus on the “experience” they were delivering to their clients and prospects. In just over a year, annual advisor turnover went from 20% to 5%, revenue attrition decreased by 60%, and weekly sales revenue increased by over 85%.
How? The transformation was initiated by answering three simple, yet compelling questions.