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“After a significant merger, we needed a
consistent approach to Leadership and
coaching. Greene Consulting's creativity
helped us think beyond the traditional
approaches. The result was a proprietary
Leadership Accreditation Program that has
transformed our organization.”

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“Greene Consulting's clearly defined and
delivered process gave us immediate
confidence and excitement, but more
importantly, IT WORKED! We saw
immediate results. This has proven to
provide a true cultural change and a high
degree of sustainability.”

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“We needed a thoughtful approach to
equipping professionals with the depth of
expertise they need to address the needs of
our clients. Greene Consulting delivered the
resources, expertise and creativity required
to structure a solution that exceeded our

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“Greene Consulting's unique perspective in
the realm of the Client Experience has
transformed our approach. The insights into
what it takes to deliver a more distinctive
client experience, combined with the insights
from the Ritz-Carlton, provides us with an
approach with lasting, meaningful impact.”

Home 2016-11-15T18:54:08+00:00

The new Fiduciary Rule will ultimately result in many clients consolidating their retirement assets with a single advisor. Our program helps ensure that their most trusted advisor is YOU!


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.

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