Skip to content
Greene Consulting
  • Our Services
  • About Us
    • Client List
    • Team
    • Testimonials
  • Contact Us
  • – LOGIN –

Category: Coaching

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.”…

Read More

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…

Read More

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”…

Read More

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…

Read More

The Adoption of Planning in your Organization/Practice and “Atomic Habits”

By David Greene | April 3, 2019

If you haven’t read Atomic Habits by James Cleary, pick it up (and a thank you to Joe Sicchitano, Head of Financial Planning at SunTrust for the recommendation). Like many books, it’s a good read that in the end you might say is “common sense”. But the realities are that he makes the challenge of…

Read More

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

Archives

  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • August 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • November 2018
  • October 2018
  • July 2018
  • November 2017
  • October 2017
  • August 2017
  • May 2017
  • March 2017
  • November 2016
  • October 2016
  • September 2016
  • July 2016
  • March 2016
  • February 2016
  • January 2016
  • June 2015
  • May 2015
  • April 2015
  • January 2015
  • August 2014
  • June 2014
  • May 2014
  • March 2014
  • October 2013
  • February 2013
  • January 2013
  • December 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • January 2011
  • December 2010

Categories

  • Business Banking
  • Certified Personal Retirement Specialist
  • CFP
  • Client Experience
  • Coaching
  • DOL
  • Estate Planning
  • Financial Planning
  • Good to Know
  • Leadership
  • Mass Affluent
  • Practice Management
  • Retail Banking
  • Retirement Planning
  • Sales
  • Strategy
  • Wealth Management

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
© 2020 Greene Consulting Associates, LLC. All Rights Reserved.