Skip to content
Greene Consulting
  • Our Services
  • About Us
    • Client List
    • Team
    • Testimonials
  • Contact Us
  • – LOGIN –

Month: March 2011

Keys to Effective Client Profiling

By Dan Greene | March 30, 2011

Client profiling is an important skill and a tactic that allows you to deepen the client relationship and provide great client service at every client interaction. David Greene, Managing Partner at Greene Consulting for over 20 years, has extensive experience in working with advisors across the country helping them hone their skills and approach to…

Read More

How Do I Hit the Curveball – Part 1 of 3

By Ross Greene | March 28, 2011

A LESSON IN LEADERSHIP FROM MY KIDS AND BASEBALL Sports has long been considered a foundry in which many of life’s principles of competition, courage, and overcoming hardship under pressure are forged.  Likewise, children have been credited by many parents as teaching them, the parents, lessons when they, the children, were the intended pupils.  Almost…

Read More

Understanding Client Commitment

By David Greene | March 23, 2011

Regardless of the industry, the most important objective of any business is keeping the client. In our industry, the evidence that committed clients are more profitable is irrefutable because committed clients tend to consolidate all their financial business and provide referral opportunities with their “trusted advisor”. Take a moment to think about your business while…

Read More

CFP Board Changes Education Component

By Dan Madden | March 21, 2011

Financial Plan Development Course The CFP Board is adding a new component to the educational component of CFP® Certification.  Beginning in 2012, the new Financial Plan Development course will become required of all educational providers.  The purpose of the new course, as stated by the CFP Board, is “… to require the financial planning student…

Read More

Build Your Case on Common Ground – Part 3 of 3

By David Greene | March 18, 2011

INCREASING THE DESIRE FOR YOUR LEADERSHIP Read Part 1 and Part 2 – The preceding example of building common ground, while focusing on empathy, also helps them see the same issue from a different and more meaningful perspective, which is another of those catalysts that helps minds to change.  Perspective is a wonderful thing.  My…

Read More

Why Organizations Fail to Deliver Great Customer Service

By Dan Greene | March 16, 2011

Featuring Leonardo Inghilleri and Daniel Greene If given the opportunity to speak freely, what would your clients say about the service you provide to them? Would it be something you would want other people to hear? Great client service is a trait that people are becoming increasingly aware of and expect. It is a critical…

Read More

Build Your Case on Common Ground – Part 2 of 3

By David Greene | March 11, 2011

INCREASING THE DESIRE FOR YOUR LEADERSHIP Read Part 1 – As leaders, we are constantly trying to find ways to modify behaviors of our salespeople that will, in turn, drastically improve their selling efficiency and effectiveness, which will ultimately increase their sales results. ______________________________________________________ …people are rarely made to change their minds ______________________________________________________ Our position…

Read More

Build Your Case on Common Ground – Part 1 of 3

By David Greene | March 4, 2011

INCREASING THE DESIRE FOR YOUR LEADERSHIP Years of observing human nature and being involved in a profession where persuasion is a coveted skill have led me “kickin’ and screamin’” to a conclusion.  People infrequently change their minds.  You’re probably thinking, “Who are you kidding?” My __________ (fill in the blank) changes his/her mind more often…

Read More

Recent Posts

  • Behavioral Coaching, Your Practice, and Your Paycheck
  • Winners and Losers in the 2022 Inflation Reduction Act
  • Avoid Common Business Succession Failures
  • Making the Most of Restricted Stock Awards
  • How to Avoid Incentive Stock Option Traps

Archives

  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • August 2022
  • June 2022
  • April 2022
  • March 2022
  • February 2022
  • October 2021
  • July 2021
  • June 2021
  • April 2021
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • August 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • July 2018
  • November 2017
  • October 2017
  • August 2017
  • May 2017
  • March 2017
  • November 2016
  • October 2016
  • September 2016
  • July 2016
  • March 2016
  • February 2016
  • January 2016
  • June 2015
  • May 2015
  • April 2015
  • January 2015
  • August 2014
  • June 2014
  • May 2014
  • March 2014
  • October 2013
  • February 2013
  • January 2013
  • December 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • January 2011
  • December 2010

Categories

  • Business Banking
  • Business Owners
  • Business Succession Planning
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • Commercial Banking
  • Corporate Executive
  • DOL
  • Employee Experience
  • Estate Planning
  • Financial Advisor
  • Financial Planning
  • Financial Services
  • Good to Know
  • Investments
  • Leadership
  • Mass Affluent
  • Practice Management
  • Retail Banking
  • Retirement Planning
  • Sales
  • Strategy
  • Training
  • Uncategorized
  • Wealth Advisor
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
© Greene Consulting Associates, LLC. All Rights Reserved.