Raise Your Right Hand and Repeat After Me….
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 [...]
What’s Missing in Financial Services?
Recent research about the financial services industry suggests we have some work to do as to how our industry is perceived by the general public. [...]
The Misunderstanding about Client Experience
The conclusion in this PWC survey served to reinforce what Greene Consulting anticipated back in 2010 – that the next major focus for financial [...]
Why Most Sales Process Initiatives are DOA
I thought it timely to write about this topic as we have recently run into so many financial services firms who are implementing a [...]
The Real Reason People Mistrust Financial Advisors
By: Lisa Earle McLeod Lisa Earle McLeod is a leading authority on sales leadership and the author of four provocative books including the bestseller, Selling [...]
New February Start Date for the Instructor-Led CFP® Certification Education Online Program
Greene Consulting, a leading financial services education and consulting firm, and the University of Georgia's Terry College of Business, one of the top business schools [...]
Drop the Value Prop
By David Greene If you have been in a client-facing role in any industry for more than a year, you likely have been trained to [...]
Debut of the Certified Personal Retirement Specialist™ Professional Designation
We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board exam. [...]
Do You Know What Good Looks Like?
Consider the following questions: On what basis – or standards – are you evaluating the ability of your advisors to execute? How have you communicated [...]
Three Key Questions For Breakout Success
Greene Consulting had the privilege to partner with a large bank executive to help transform his division from a near-death spiral to a best-in-class sales [...]