retail_banking

The new Fiduciary Rule will ultimately result in many clients consolidating their retirement assets with a single advisor. Our program helps ensure that their most trusted advisor is YOU!

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

Raise Your Right Hand and Repeat After Me….

November 29th, 2016|0 Comments

As firms and advisors begin to define their business models in a post-DOL world, many are making headlines. Merrill dropped commissions altogether in retirement accounts and will not use a BICE. Others, like Ameriprise [...]

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 [...]