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Dan Greene

Nine Strategies for Leading through this Disruption

By Dan Greene | April 8, 2020

In times of disruption like we are experiencing today, it is important for Advisors to be thoughtful and intentional in how they engage clients. At Greene Consulting, our mission is to “Empower Advisors to make a positive impact on the clients they serve.” In service to that mission, we have compiled the “Nine Strategies for…

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Changing the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge

By Dan Greene, David Greene and Rick Swygman | November 30, 2018

Planning software firms like eMoney and MoneyGuidePro are exponentially growing in terms of the number of firms and advisors utilizing their planning software (with currently well over 100,000 advisors in the U.S. equipped with eMoney or MoneyGuidePro, not to mention the numerous other planning platforms). Yet, the vast majority of firms incorporating these capabilities are…

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Poor Management of Risks Associated with Unexpected Events

By Dan Greene | July 23, 2012

In this our fifth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we note that clients will often be unaware of or ignore the potential risks of premature death, short- and long-term disability, casualty losses, lawsuits, retirement plan security, unplanned estate distribution issues, etc. Such events can severely…

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Inefficient Use of Retirement Planning Savings Vehicles

By Dan Greene | June 25, 2012

In this our third in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the inefficient use of retirement savings vehicles. Selecting the appropriate use of accumulation vehicles for their unique situation can be an overwhelmingly daunting task to the client. There are a wide range of options…

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Get Your Estate in Order!

By Dan Greene | June 11, 2012

As we mentioned in a previous post, Whitney Houston was having some trouble with estate planning before her death due to complicated family issues.   And now after her passing, it may only get worse. Financial Planning Magazine discusses what could become a big problem. If Whitney has only a simple will, and leaves her potential…

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Balancing Current Family Needs with Future Retirement Needs

By Dan Greene | May 14, 2012

In this our second in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the second root cause of inadequate retirement saving, which is the difficulty of balancing current family needs with future retirement needs. People want to set aside more money for retirement, but they are spending…

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Do Financial Planning Programs Prepare You for What You Encounter on the Job?

By Dan Greene | February 22, 2012

One of the benefits of serving the CFP marketplace as an educational provider is the privilege we have to connect with so many individuals of various backgrounds. Whether they have been serving clients within the wealth management industry for many years, whether they are considering a change of career, or those only looking to better…

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Why Should You Invest in High, Tax-Free and Guaranteed Returns in Today’s Market?

By Dan Greene | February 3, 2012

As you have undoubtedly noticed, yields on short-term income investments are very low. However, you may have some cash set aside or some discretionary cash flow that you want to put to work somewhere but NOT at an anemic interest rate or speculative higher rate of return. What to do? The answer may be to…

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Learn How to Compete When Investors Exit Active Management and Take a Passive Role

By Dan Greene | February 1, 2012

Citing poor results turned in by equity mutual fund managers and separately managed stock accounts alike, investors have, for a few years, been slowly turning their back on active asset management in favor of a more passive approach. The numbers now coming out on asset flow in 2011 indicate a continuation, if not increase, in…

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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…

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