With over thirty years of experience in consulting and training within the Wealth Management industry, we understand the technical knowledge and application skills that Wealth Management Professionals need to be successful. Our High Net Worth and Ultra High Net Worth Programs equip financial services professionals with clear insights and a practical, efficient, sustainable, and consistent approach to most effectively serve the financial issues that are most relevant to their clients. The result is the delivery of a consistent and differentiated sales experience that builds deeper and more profitable Wealth Management relationships.
The most important asset organizations possess is their people. Leveraging their talents to create a culture of excellence requires clearly-defined expectations of what is required to be successful in each role coupled with a clear and consistent process for sales leaders to employ. The Wealth Management Programs will deliver:
The Advising the High Net Worth and Ultra High Net Worth Programs are comprehensive solutions that equip professionals with the expertise they need to develop deeper, more profitable relationships with their clients. While all other programs in the industry apply a “one-size-fits-all approach” to wealth management, these are specifically structured to address the unique needs of professionals focused on clients with assets of $1-10 million (High Net Worth) and $10+ million (Ultra High Net Worth).
Going beyond the basic competencies that could be applied to almost any role in an organization, Greene Consulting’s approach results in clear and measurable standards that:
Provide the practical application of skills that wealth management professionals need to be successful in their role.
Compress the time to productivity for new hires.
Ensure greater effectiveness of teams working together to serve client needs.
Leadership & Coaching
One of the most important leadership skills is coaching – the ability to increase productivity by engaging professionals in a high-impact dialogue that enhances performance. The Coaching Program offers a practical process for engaging professionals in effective coaching sessions, whether in the form of a 5-minute one-on-one encounter in the hallway or a formal one-hour group coaching meeting. The Advice in Action Library provides resources to support more proactive and consistent coaching.
September 1st, 2016|Comments Off on The Misunderstanding about Client Experience
The conclusion in this PWC survey served to reinforce what Greene Consulting anticipated back in 2010 – that the next major focus for financial [...]
Subscribe to our blog to get access to Industry Trends and Insights as well as timely Practice Management ideas you can implement yourself. Stay up-to-date on the latest industry news. Subscribe today!