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

What’s Missing in Financial Services?

October 13th, 2016|0 Comments

Recent research about the financial services industry suggests we have some work to do as to how our industry is perceived by the general public. In 2016, the financial services industry (for the fourth consecutive [...]

  • 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 [...]