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

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Debut of the Certified Personal Retirement Specialist™ Professional Designation

January 11th, 2016|0 Comments

We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board exam.  In-depth education of retirement planning techniques and actionable examples for […]

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Do You Know What Good Looks Like?

June 16th, 2015|0 Comments

Consider the following questions:

On what basis – or standards – are you evaluating the ability of your advisors to execute?
How have you communicated that to your advisors?
On what are you holding them accountable? Just sales […]

  • Senior couple meets with a friendly financial adviser.

Three Key Questions For Breakout Success

May 22nd, 2015|0 Comments

Greene Consulting had the privilege to partner with a large bank executive to help transform his division from a near-death spiral to a best-in-class sales and service organization. This engagement included a focus on the […]

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Are You Ready for Alternative Investments?

April 27th, 2015|0 Comments

One of the most significant trends in the investment industry today is a wave of new alternative products being launched in mutual fund wrappers. This has opened a vast, new marketplace for these hedge fund-like […]