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

Month: April 2012

What Does a CFP® Certificant Do?

By Bruce Starks, CPA, CFP® | April 30, 2012

One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in. Below we’ve listed a few…

Read More

Financial Planning Strategies to Maximize Social Security Benefits

By Bruce Starks, CPA, CFP® | April 16, 2012

A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement age, you receive a smaller monthly benefit, but with a longer life expectancy (resulting in more benefit checks received); if you delay until after normal retirement age, you get larger…

Read More

Telling Your Story Can Lead to Successful Relationships

By Ross Greene | April 2, 2012

Everyone knows the importance of making a connection with your client. Well, hopefully everyone. But the problem for some can be how to make that connection. The latest issue of Financial Planning Magazine has a succinct article on one way to go about doing that – sharing a powerful personal story. The point of the…

Read More

Recent Posts

  • Advisor2.0: Can You Teach the “EQ” Intangibles?
  • Building Wealth with Nonqualified Stock Options
  • Advisor Insight: The Power of EQ
  • Advisor 2.0: What Makes the BEST Advisor
  • Advisor 2.0: What Makes a GREAT Advisor?

Archives

  • 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
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • Corporate Executive
  • DOL
  • Employee Experience
  • Estate Planning
  • Financial Advisor
  • Financial Planning
  • Financial Services
  • Good to Know
  • 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
© 2021 Greene Consulting Associates, LLC. All Rights Reserved.