About David Greene

David Greene is a Managing Partner of Greene Consulting Associates.

Looking for a Good Way to Engage Clients and Prospects in Conversations on Planning Needs? Why Not Start with Their Tax Return?

Unless the client initiates the conversation, it is often difficult for financial professionals to know how to engage clients and prospects in financial planning discussions.  [...]

By |2016-10-20T21:23:47+00:00May 28th, 2012|Mass Affluent, Retail Banking|Comments Off on Looking for a Good Way to Engage Clients and Prospects in Conversations on Planning Needs? Why Not Start with Their Tax Return?

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