Equips banking professionals with clear insights to effectively serve branch banking customers on financial issues most relevant to them.
Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.
Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.
Latest From Our Blog
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 services firms would be around the Client Experience. It was [...]
Why Most Sales Process Initiatives are DOA
I thought it timely to write about this topic as we have recently run into so many financial services firms who are implementing a new sales process. Obviously, the goal in doing so for [...]
The Real Reason People Mistrust Financial Advisors
By: Lisa Earle McLeod Lisa Earle McLeod is a leading authority on sales leadership and the author of four provocative books including the bestseller, Selling with Noble Purpose. Companies like Apple, Kimberly-Clark and Pfizer hire [...]
New February Start Date for the Instructor-Led CFP® Certification Education Online Program
Greene Consulting, a leading financial services education and consulting firm, and the University of Georgia's Terry College of Business, one of the top business schools in the country, announces a new start date for the [...]