Dan Greene
Is Your Practice Recession-Proof? 3 Tactics to Retain, Grow and Attract New Client Relationships in a Declining Market
Schedule a Call While there’s some political debate about being in a recession, it’s quite evident that either way we’re facing a potentially declining and volatile market. That signals bad news for your practice—or does it? Whether leading a team, a firm, or managing your own practice, you have the power to choose—you can either…
Read MoreNine Strategies for Leading through this Disruption
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…
Read MoreChanging the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge
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…
Read MorePoor Management of Risks Associated with Unexpected Events
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…
Read MoreInefficient Use of Retirement Planning Savings Vehicles
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…
Read MoreGet Your Estate in Order!
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…
Read MoreBalancing Current Family Needs with Future Retirement Needs
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…
Read MoreDo Financial Planning Programs Prepare You for What You Encounter on the Job?
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…
Read MoreWhy Should You Invest in High, Tax-Free and Guaranteed Returns in Today’s Market?
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…
Read MoreLearn How to Compete When Investors Exit Active Management and Take a Passive Role
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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