Our Blog Are You Maximizing Your Sales Capacity? FINRA Outlines New Suitability Requirements Improperly Structured Portfolios Inefficient Use of Retirement Planning Savings Vehicles Get Your Estate in Order! Looking for a Good Way to Engage Clients and Prospects in Conversations on Planning Needs? Why Not Start with Their Tax Return? Balancing Current Family Needs with Future Retirement Needs What Does a CFP® Certificant Do? Financial Planning Strategies to Maximize Social Security Benefits Telling Your Story Can Lead to Successful Relationships Financial Advisors and Financial Planners can Now Put the IRS in their Pockets Practical Advisory Steps for clients or Prospects Who Want to Accumulate Funds for Retirement « Previous 1 … 6 7 8 9 10 … 16 Next » 3 Alliance Center 3550 Lenox Road NE, 21st Floor Atlanta, Georgia 30326 404-324-4600 NAVIGATE HOME CONTACT US OUR BLOG LOGIN About Us CLIENT LIST LEADERSHIP TEAM TESTIMONIALS Our Capabilities RETAIL BANKING MASS AFFLUENT WEALTH MANAGEMENT COMMERCIAL BANKING info@greeneconsults.com