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

David Greene

Advisor2.0: Can You Teach the “EQ” Intangibles?

By Rick Swygman and David Greene | June 23, 2022

Schedule a Call In our last few blogs we’ve been highly focused on the topic of EQ.  The reason for that is because we are clearly recognizing that in today’s world of wealth management, EQ skills are proving to be the key differentiator that separates the best advisors from the rest. In our February blog,…

Read More

Advisor Insight: The Power of EQ

By Rick Swygman and David Greene | March 21, 2022

Does EQ really matter? And what IS EQ? Is it simply about having good “people skills”? Or is it more than that? And is it worth working on and perfecting these skills? Our firm recently concluded our first Forum, collaborating with 16 advisors from various firms across the industry to help them further develop and…

Read More

Financial Planning: Insights from Industry Leaders

By David Greene | June 1, 2020

While every firm touts planning to be central to their value and differentiation, the reality is that most clients are not getting this in their relationship. This is not opinion; the facts confirm this. One leading financial planning software platform publicly touts that they have over 60,000 advisors using their planning software and that advisors…

Read More

The Adoption of Planning in your Organization/Practice and “Atomic Habits”

By David Greene | April 3, 2019

If you haven’t read Atomic Habits by James Cleary, pick it up (and a thank you to Joe Sicchitano, Head of Financial Planning at SunTrust for the recommendation). Like many books, it’s a good read that in the end you might say is “common sense”. But the realities are that he makes the challenge of…

Read More

From Reactive Lending to Proactive Advice in Business Banking

By David Greene | March 26, 2019

Let’s face it, the entire financial services landscape has been changing in significant ways. While, in the past, financial services firms and banks were the place that individuals and businesses turned to address their needs, the reality is that new entrants to the marketplace have encroached into the competitive space. When you add to that…

Read More

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…

Read More

The Adoption Challenge in Financial Planning

By David Greene | October 9, 2018

For over a decade, financial services firms have been working to drive the adoption and consistent implementation of financial planning by their advisors.  While literally millions of dollars are spent by firms each year in the acquisition of the planning software and all the related infrastructure and support that comes along with a financial planning…

Read More

Changing the Conversation Part I:Financial Planning – is Yours a Product or an Experience?

By David Greene and Rick Swygman | July 10, 2018

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

Coaching: The Three Challenges and the “One Thing”

By David Greene | November 7, 2017

Coaching is hard.  Why?  Well there are many reasons, but there are 3 primary challenges we see financial services sales leaders struggle with the most. Limited Time to Coach:  Coaching, in its purest sense, is only a fraction of the role most leaders play.  In numerous surveys we have done with financial services sales leaders,…

Read More

Raise Your Right Hand and Repeat After Me….

By David Greene | November 29, 2016

As firms and advisors begin to define their business models in a post-DOL world, many are making headlines. Merrill dropped commissions altogether in retirement accounts and will not use a BICE. Others, like Ameriprise and Raymond James, have announced they will use a BICE and, in some cases, continue to allow commissions in IRAs, but…

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.