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 >>
Latest From Our Blog
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 [...]
Changing the Conversation Part IV: Enhancing the Impact of your Client Discovery Conversation
Whether you are an advisor, coach a team of advisors or lead a division, the purpose of this brief article is to encourage you to pause for a minute and honestly reflect on your [...]
The Adoption of Planning in your Organization/Practice and “Atomic Habits”
If you haven't read Atomic Habits by James Cleary, pick it up (and a thank you to Joe Sicchitano, Head of Financial Planning at SunTrust for the recommendation). Like many books, it's a good [...]
From Reactive Lending to Proactive Advice in Business Banking
Let’s face it, the entire financial services landscape has been changing in significant ways. While, in the past, financial services firms and banks were the place that individuals and businesses turned to address their [...]