About Rick Swygman

Rick Swygman is a Senior Consultant at Greene Consulting Associates.

Changing the Conversation Part IV: Enhancing the Impact of your Client Discovery Conversation

Whether you are an advisor, coach a team of advisors or lead a division, the purpose of this brief article is to encourage you [...]

By |2019-05-01T07:20:18+00:00May 1st, 2019|Business Banking, Client Experience, Coaching, Estate Planning, Financial Planning, Mass Affluent, Retirement Planning, Sales, Wealth Management|Comments Off on Changing the Conversation Part IV: Enhancing the Impact of your Client Discovery Conversation

A Leadership Dialogue Worth Reading: Balancing the Need to Drive Revenue with Doing What is Right for Clients

Given the breadth of contacts we have in our work in the financial services industry, we are afforded the opportunity to encounter some of the [...]

By |2019-02-28T17:27:09+00:00February 28th, 2019|Estate Planning, Mass Affluent, Retail Banking, Retirement Planning, Wealth Management|Comments Off on A Leadership Dialogue Worth Reading: Balancing the Need to Drive Revenue with Doing What is Right for Clients

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