Best Practices from Financial Services Industry Leaders: Strategies for Achieving Differentiation and Growth

Greene Consulting recently hosted a forum with some of the best market level leaders we know in the wealth management industry to discuss some of [...]

By |2019-08-14T08:21:26+00:00August 15th, 2019|Business Banking, Certified Personal Retirement Specialist, CFP, Client Experience, Coaching, DOL, Estate Planning, Financial Planning, Good to Know, Mass Affluent, Practice Management, Retail Banking, Retirement Planning, Sales, Wealth Management|Comments Off on Best Practices from Financial Services Industry Leaders: Strategies for Achieving Differentiation and Growth

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.  [...]

By |2016-10-20T21:23:46+00:00January 11th, 2016|Certified Personal Retirement Specialist, Retirement Planning|Comments Off on Debut of the Certified Personal Retirement Specialist™ Professional Designation