This program translates behavioral finance into the advisor’s realm of investing, helping them differentiate their ability to help clients avoid the Top 10 Investment Decision Errors. Learn more >>
Equips students with the educational foundation needed to pass the CFP® Board exam, and better serve their clients with sound financial advice. Learn more >>
Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment. Learn more >>
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Financial Planning: Insights from Industry Leaders
While every firm touts planning to be central to their value and differentiation, the reality is that most clients are not getting this in their relationship. This is not opinion; the facts confirm this. [...]
Three Essential Tactics to Retain and Grow in this Time of Disruption
Like the clients we serve who are proactively and aggressively reaching out to their clients during this unprecedented time of disruption, we are doing the very same with our clients and others throughout the industry [...]
Nine Strategies for Leading through this Disruption
In times of disruption like we are experiencing today, it is important for Advisors to be thoughtful and intentional in how they engage clients. At Greene Consulting, our mission is to “Empower Advisors to [...]
Best Practices from Financial Services Industry Leaders: Strategies for Achieving Differentiation and Growth
Greene Consulting recently hosted a forum with some of the best market level leaders we know in the wealth management industry to discuss some of the key opportunities and challenges facing financial services firms. These [...]