EMPOWERING EFFECTIVE LEADERSHIP

“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.”


INCREASING SALES EFFECTIVENESS

“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.”


EXPANDING PROFESSIONAL EXPERTISE

“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
expectations.”


TRANSFORMING THE CLIENT EXPERIENCE

“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.”

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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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The Adoption Challenge in Financial Planning

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Changing the Conversation Part I:
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