About David Greene

David Greene is a Managing Partner of Greene Consulting Associates.

3 Key Strategies to Delivering a Successful Retail Banking Customer Experience

While defining a customer experience in Retail Banking may be easy, the challenge comes in the consistent execution and delivery by the front-line bankers. We have [...]

By |2015-06-16T20:35:43+00:00May 9th, 2014|Retail Banking|Comments Off on 3 Key Strategies to Delivering a Successful Retail Banking Customer Experience

So What is a Competency?

One of the biggest buzzwords in Financial Services Training and Development today is "competency." At Greene Consulting, we have worked with many organizations as they [...]

By |2015-09-02T20:22:12+00:00March 25th, 2014|Mass Affluent, Retail Banking, Wealth Management|2 Comments

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?

SUBSCRIBE

Subscribe to our blog to get access to Industry Trends and Insights as well as timely Practice Management ideas  you can implement yourself. Stay up-to-date on the latest industry news. Subscribe today!

You have Successfully Subscribed!