Don’t Waste Your Training Budget – How To Ensure Financial Advisor Training...
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...
View ArticleWinners and Losers in the Fiscal Cliff Deal
“Some gotta win, some gotta lose” is more than a line in an Elvis Presley song – it’s the government’s rendition of the Fiscal Cliff Deal. What exactly is the fiscal cliff? Is the fiscal cliff sheer...
View ArticleKey Trends Supporting a Rebound in Financial Services Training
The economic situation in recent years has had significant impact on the ability of organizations to develop the technical and application skills of their front-line financial advisors. At the start...
View ArticleeLearning Trends in Financial Services
In this tight economy, learning departments of Financial Services firms are looking for creative, cost-effective ways to add value to the business line. Many of them are turning to eLearning for the...
View ArticleKeys for Developing the Competencies of Front-Line Financial Advisors
The landscape in which financial advisors must compete to earn the business of consumers is more competitive than ever. In this integrated marketplace, small and large Financial Services firms are...
View ArticleHelping Advisors After the 2012 Tax Act – A New Training Program
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...
View ArticleSo What is a Competency?
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...
View Article3 Key Strategies to Delivering a Successful Retail Banking Customer Experience
While defining a customer experience in Retail Banking may be easy, the challenge comes in the consistent execution and delivery by the front-line bankers. We have worked with many organizations on...
View Article2 Major Flaws in the Wealth Management Sales Process
The purpose of a sales process is to provide clarity around an organization’s sales approach by mapping each aspect into a defined sequence that is easily followed and replicated. The presumption is...
View Article3 Common Client Experience Mistakes Made by Financial Institutions
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...
View ArticleWhat’s Missing in Your Sales Leadership?
One of the most overlooked and unaddressed issues in the financial services industry – most notably in banking – is around sales leadership and coaching. It is, therefore, one of the biggest...
View ArticleStart Selling How Buyers Want to Buy
Virtually everyone claims it. Client-first. Customer-centric. Buyer-focused. In our work in the financial services industry, we see it every day in mission statements, brand promises, and value...
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