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Category: Client Experience

Financial Planning Insights Interview Part IV

By Rick Swygman | July 21, 2020

Prospect and Client Engagement Effectiveness “Planning is not a thing; it is the way we approach advising our clients.” “Planning is any meaningful conversation that helps a client connect their priorities to their likely outcomes.” “The first step to engage prospects and clients is to introduce it as a way for them to become more involved in the process.”…

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Financial Planning Insights Interview Part III

By Rick Swygman | June 30, 2020

Overcoming the Adoption Challenge Advisor adoption remains the single most significant challenge facing firms who are focused on the integration of planning into their offering model. Two previous blogs – The Adoption Challenge in Financial Planning and Changing the Planning Paradigm – The Key to Overcoming the Advisor (and Client) Adoption Challenge – discussed some key strategies…

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Financial Planning Insights Interview Part II

By Rick Swygman | June 17, 2020

The Strategic Imperative of Planning “In the midst of market turmoil, without a doubt, those clients with whom we have engaged in a goals-based planning approach are doing better in every way compared to those with whom we have not. There is absolutely no comparison.” This comment was made by a senior executive (and career Portfolio Manager) during a…

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Financial Planning: Insights from Industry Leaders

By David Greene | June 1, 2020

While every firm touts planning to be central to their value and differentiation, the reality is that most clients are not getting this in their relationship. This is not opinion; the facts confirm this. One leading financial planning software platform publicly touts that they have over 60,000 advisors using their planning software and that advisors…

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Three Essential Tactics to Retain and Grow in this Time of Disruption

By Rick Swygman | May 7, 2020

Like the clients we serve who are proactively and aggressively reaching out to their clients during this unprecedented time of disruption, we are doing the very same with our clients and others throughout the industry seeking to help them in any way we can come out of this stronger than ever. Over the last few…

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

By Rick Swygman | August 15, 2019

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 the key opportunities and challenges facing financial services firms.  These leaders who come from a variety of firms from small to large, have a unique perspective with true, “street-level knowledge”…

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

By Rick Swygman | May 1, 2019

Whether you are an advisor, coach a team of advisors or lead a division, the purpose of this brief article is to encourage you to pause for a minute and honestly reflect on your approach and your firm’s approach to the Client Discovery Conversation and, more specifically, think about how you would answer the following…

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From Reactive Lending to Proactive Advice in Business Banking

By David Greene | March 26, 2019

Let’s face it, the entire financial services landscape has been changing in significant ways. While, in the past, financial services firms and banks were the place that individuals and businesses turned to address their needs, the reality is that new entrants to the marketplace have encroached into the competitive space. When you add to that…

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Recent Posts

  • Financial Planning Insights Interview Part IV
  • Financial Planning Insights Interview Part III
  • Financial Planning Insights Interview Part II
  • Financial Planning: Insights from Industry Leaders
  • Three Essential Tactics to Retain and Grow in this Time of Disruption

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