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Category: Financial Planning

The Demographic Challenge Facing The Wealth Management Industry©

By David Greene | October 8, 2024

25 YEARS The wealth management business has seen stunning growth over the past 25 years. In fact, according to research published in the Financial Times, the average annual financial market growth of over the 10-year period from 2012-2021 pushed global private client wealth to an estimated level of $360 trillion.1 But there are significant headwinds. First,…

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Re-Imagining the Wealth Management Experience: advisor2.0©

By Rick Swygman | February 12, 2024

How will you differentiate and drive growth in the modern era of wealth management? I will start out here by stating the obvious – the wealth management industry is changing, and changing at break-neck speed. But what is not so obvious is that the majority of advisors we see out there continue to prospect, serve…

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What’s on Your Mind? A Summary of the Key Growth Issues Wealth Management Executives are Talking About in 2024

By Dan Greene and Rick Swygman | January 29, 2024

One of the immense benefits we have in our role at Greene Consulting is the opportunity to see and hear first-hand all that is going on in the Wealth Management Industry – from the good to the bad, the opportunities and challenges, and the best practices that are being employed to overcome any obstacles or…

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advisor2.0©: What Makes a GREAT Advisor?

By Rick Swygman | September 26, 2023

In July we posted a blog titled “Re-Imagining the Wealth Management Experience: advisor2.0©.”  In this blog we described the fact that the experience required to be competitive in today’s wealth management landscape has evolved, requiring more breadth, depth and skill of advisors.  Interestingly, this was one of the most popular blogs we have ever posted,…

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Re-Imagining the Wealth Management Experience: advisor2.0©

By Rick Swygman | July 21, 2023

How will you differentiate and drive growth in the modern era of wealth management? I will start out here by stating the obvious – the wealth management industry is changing, and changing at break-neck speed. But what is not so obvious is that the majority of advisors we see out there continue to prospect, serve…

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Behavioral Coaching, Your Practice, and Your Paycheck

By Bruce Starks, CPA, CFP® | January 16, 2023

The Scenario There’s an old story about the future of air travel; the pilot’s job is fully computer-controlled from before takeoff to after landing yet, as the story goes, every flight has a human pilot and a dog in the cockpit. The dog’s job? Bite the pilot if they touch any of the controls. Here’s…

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Get the Bear, or the Bear Gets You

By Bruce Starks, CPA, CFP® | October 27, 2022

The Scenario Bear markets and sell-offs evoke strong emotional responses that can lead clients to investment decision errors. Yet, tragically, clients may be unaware that their response is emotionally driven, not logic-driven. As a result, in extreme cases, a client’s portfolio can take years to recover from investment decision errors. Challenge for Financial Advisors How…

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Advisor2.0: Can You Teach the “EQ” Intangibles?

By Rick Swygman and David Greene | June 23, 2022

Schedule a Call In our last few blogs we’ve been highly focused on the topic of EQ.  The reason for that is because we are clearly recognizing that in today’s world of wealth management, EQ skills are proving to be the key differentiator that separates the best advisors from the rest. In our February blog,…

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Advisor Insight: The Power of EQ

By Rick Swygman and David Greene | March 21, 2022

Does EQ really matter? And what IS EQ? Is it simply about having good “people skills”? Or is it more than that? And is it worth working on and perfecting these skills? Our firm recently concluded our first Forum, collaborating with 16 advisors from various firms across the industry to help them further develop and…

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Advisor 2.0: What Makes the BEST Advisor

By Rick Swygman | February 9, 2022

The Intangibles A few weeks ago the leader of a successful RIA we work with called me about our last blog, What Makes a GREAT Advisor.  He said he completely agreed with the claim we made that if the skills, disciplines and practices addressed in that blog are mastered, you’re sure to have a highly…

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