Month: July 2018
Changing the Conversation Part I:Financial Planning – is Yours a Product or an Experience?
Though the DOL Fiduciary Rule is off the regulatory table at this point, its impact on investment advisory and wealth management practices is undeniable and likely lasting. As a result, financial planning has become a strategic priority for many firms and advisors. Yet from what we at Greene Consulting have seen, the implementation of such…Read More