retail_banking

Equips banking professionals with clear insights to effectively serve branch banking customers on financial issues most relevant to them.

certificate_technical_programs

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.

alternative_investments

Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.

Latest From Our Blog

  • client experience mistakes

The Misunderstanding about Client Experience

September 1st, 2016|0 Comments

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

July 19th, 2016|0 Comments

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 [...]

  • mistrust financial advisors

The Real Reason People Mistrust Financial Advisors

March 9th, 2016|0 Comments

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

February 22nd, 2016|0 Comments

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 [...]