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

Month: December 2011

Estate Planning for the Rest of Us

By David Greene | December 30, 2011

Now that couples can exclude up to $10 million ($5 million for singles) from estate taxes, most of us have no need to worry about estate planning. Right? Well, not exactly. Clients still have estate-planning needs that need to be addressed. Here are just a few that financial planners and advisors should keep on their…

Read More

Ideas for Financial Advisors Serving the Small Business Owner Market

By Dan Greene | December 28, 2011

Whether broadening, deepening, or expanding your existing book of business, it is important to understand how people make investment decisions. This need is true in spades in the small business owner segment. These people are highly entrepreneurial and have an “I’d rather do it myself” attitude about all of life. I recently read an article…

Read More

The Changing Landscape of Retirement Planning

By Bruce Starks, CPA, CFP® | December 23, 2011

The eleventh survey in the Allstate-National Journal Heartland Monitor polling series reveals dramatic changes are taking place in the retirement planning landscape due to the recession. As a result, near retirees (age 50+) expect to retire six years later than those who have already retired and 68% expect to work during retirement, up dramatically from…

Read More

Why a Knowledge of History is Vital in the Wealth Management Sale

By Dan Greene | December 21, 2011

As unpalatable as it may be, I’d like to ask you to think back to high school English class when you were asked to write a theme in which you compared and contrasted two characters, situations, or stories. It seemed boring or even obtuse to the learning process, but I bet a dollar to a…

Read More

Impacts of the 2012 CFP Board Requirements on the CFP Board Exam

By Bruce Starks, CPA, CFP® | December 19, 2011

A lot of people ask me how the new CFP Board Certification Education requirements will impact the actual exam. And the answer is that the new Financial Plan Development course requirement and the changes to the CFP Board exam are two separate events. How could the CFP Board possibly give a test in March 2012…

Read More

Remembering Character Development

By Ross Greene | December 16, 2011

In his 2006 book, Integrity: The Courage to Meet the Demands of Reality, Dr. Henry Cloud proposes that:  People who become leaders, or really successful, tend to have three qualities… They have some set of competencies…you can only fake it so long…you just have to get good at what you do. There is no shortcut.…

Read More

Estate Planning Begins with “WHY?”

By David Greene | December 12, 2011

The current environment requires financial advisors and planners to be well versed in a wide array of products, services, and planning techniques. This is a daunting task, but is especially difficult when seeking to explore a client’s financial needs in an area outside the advisor’s comfort zone. Take estate planning, for example. For many advisors,…

Read More

NOW WHAT? How to Begin Implementing the 10 Sales Leadership Imperatives

By David Greene | December 5, 2011

In the 10 preceding articles on Sales Leadership, we discussed a strongly-held philosophy, provided strategic application emanating from that philosophy, and defined specific tactics to put this strategy to work. Now you ask, “Where do I start?” Many of you have experience in this role – some extensive and some nominal. Others are just starting…

Read More

Question 11: How Do I Begin Applying the Sales Leadership Imperatives?

By Dan Greene | December 2, 2011

Having read some or all of the ten “imperatives” in this Sales Leadership series, your question might be, “How do I most effectively begin this process of applying these tactics?” We will give you a clear beginning process on Monday. But, to make our comments more meaningful, jot down what you think the first steps…

Read More

Recent Posts

  • Financial Planning Insights Interview Part IV
  • Financial Planning Insights Interview Part III
  • Financial Planning Insights Interview Part II
  • Financial Planning: Insights from Industry Leaders
  • Three Essential Tactics to Retain and Grow in this Time of Disruption

Archives

  • 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
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • DOL
  • Estate Planning
  • Financial Planning
  • Good to Know
  • Leadership
  • Mass Affluent
  • Practice Management
  • Retail Banking
  • Retirement Planning
  • Sales
  • Strategy
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
© 2020 Greene Consulting Associates, LLC. All Rights Reserved.