Greene Consulting

Looking to supercharge your productivity in 2025? Discover how reducing your “calls-to-close” can lead to a 50% increase in efficiency and significant revenue growth. By streamlining your sales process, you can achieve more with less effort. Check out this insightful blog from Greene Consulting: https://lnkd.in/eWn_Hd_S #SalesProductivity #EfficiencyBoost #SalesStrategy #RevenueGrowth #ClientEngagement #ProductivityTips #ProfessionalGrowth

We’re #hiring a new Online Adjunct Instructor in United States. Apply today or share this post with your network.

The Demographic Challenge Facing Wealth Management: Are You Ready? The wealth management industry has experienced remarkable growth, but there are three significant demographic trends that firms must strategically address: — Baby Boomers are in the distribution phase and will ultimately pass on their wealth, but the next generation may not stay loyal to your firm. — Advisors managing 56.7% of the industry’s assets are approaching retirement – firms need a strategy to develop NextGen talent. — Firms are facing a talent gap – will they have the right strategies to develop the next generation of advisors? Curious how your firm can stay ahead? Discover two key strategies that are essential for success in the evolving wealth management landscape by reading our latest blog. https://lnkd.in/eFdeWjqx #WealthManagement #FinancialServices #TalentDevelopment #ClientExperience #Leadership #SuccessionPlanning #Advisor2.0 #GenerationalWealth #FinancialAdvisors #NextGenAdvisors

Are You Ready for the AI Revolution in Wealth Management? The role of advisors is shifting rapidly as AI and machine learning transform the financial services industry. In our latest blog post, we dive deep into how AI is changing the advisor-client relationship and why human connection and empathy will be more important than ever. What does this mean for you? AI can crunch data and predict trends, but when it comes to life’s biggest financial decisions, clients still crave human insight and validation. How can advisors stay relevant in a world increasingly driven by technology? We break down the evolving landscape and offer key insights on how to thrive in the age of AI. Don’t miss out on this opportunity to stay ahead of the curve and learn how to future-proof your practice by embracing both AI and the power of human touch. Read the full blog post here: https://lnkd.in/eUawjr8m #WealthManagement #AI #MachineLearning #ClientExperience #FinancialAdvisors #FutureOfWork #Leadership #HumanTouch

In today’s fast-paced digital landscape, AI is reshaping industries and redefining the way we work. However, integrating AI into your wealth management business strategy is just the beginning. As AI technology continues to evolve, some of the skills and tactic advisors have used for years to differentiate will be rendered obsolete. In the modern world of wealth management, advisors must ensure they are equipped with the right skills, strategies, and mindset to deliver meaningful and differentiated value to their clients. In other words, what made you successful before will not necessarily make you successful today. In our latest blog post, we explore: 1.   The Importance of AI Preparedness: Why organizations need to be AI-ready to thrive in the current landscape. 2.   The Human Element: Highlighting two of the key attributes that AI cannot replace to deliver meaningful value to your clients in an AI world. 3.   The Process to Preparedness: A list of questions that you can leverage to assess where you are today and begin to define your path to preparedness. Stay ahead of the curve and ensure your organization is poised for success in an AI-driven world. Read the full article here: https://lnkd.in/egydH4sT #clientexperience #coaching #financialservices #growthstrategies #leadership #practicemanagement #sales #training #wealthmanagement

Even if a team or market of advisors is loaded with top talent, without clear alignment among the team members around some of the key practices, processes, and skills they employ with clients and prospective clients, the team’s productivity potential is rarely achieved. Based on our work throughout the industry, we know that this is a common issue – or better – opportunity. Yet for some reason, it’s typically overlooked as a means to increase team or market productivity, with most defaulting to traditional training and/or coaching to help individual advisors improve their game. Given that we were recently asked our thoughts on how to get a team working together more effectively by an executive leader who was NOT overlooking this issue, we thought it timely to share our perspectives on the topic and how to address it. If this is something you have overlooked or are just interested in this topic and our perspectives on it, click the link below.   https://lnkd.in/dGftT3eV As always, if after reading this you have any questions or ideas you would like to discuss, please don’t hesitate to reach out. #clientexperience #coaching #financialservices #growthstrategy #leadership #practicemanagement #sales #training #wealthmanagement

We’re finding more and more leaders and advisors in the industry recognizing the importance of the Discovery Process with prospects and existing clients. Yet we’re also finding that even with that recognition, we continue to see some common mistakes too often made in the process that limit your opportunities to acquire new clients and deepen loyalty with existing clients.    Below is a link to our latest blog post in which we share our perspectives on those mistakes. https://lnkd.in/epqZsnyG Any questions or anything in particular you would like to discuss around this or any other issue that you are struggling to address, please don’t hesitate to reach out. #clientexperience #coaching #financialservices #growthstrategy #sales #training #wealthmanagement

In our frequent discussions with wealth management leaders, we continue to see Organic Growth on the list of their top priorities. It’s a priority that has been challenging to solve for so many wealth management firms … which is why it remains on the list year after year. As suggested in this piece, one of the best ways to grow organically (and sustain that growth) is to ensure the delivery of a consistent and “confidence-building” client experience. While many in the industry recognize this as an opportunity to drive growth, most don’t take action because they’re unsure how to get started. #organicgrowth #clientexperience #financialservices #growthstrategy #sales #training #wealthmanagemewnt https://lnkd.in/eAsuQptw

Back in February, we posted a blog with some perspectives on the importance of changing the approach to advisor training that we’ve seen most organizations deploy. Based on comments and questions we received on that, we’re following up with Part II – this one focused on the critical importance of coaching.   As we assert in this blog, an organizational commitment to a coaching process that evokes commitment from those doing the coaching is likely the most overlooked – and most consequential – tactic of all the strategies wealth management firms could deploy to drive growth. And often when there IS an organizational commitment, the coaching process instituted fails in gaining commitment from those doing the coaching. #wealthmanagement #coaching #sales #training #financialservices #clientexperience #financialadvisor #wealthadvisor https://lnkd.in/ekrBsHmV