Given the breadth of contacts we have in our work in the financial services industry, we are afforded the opportunity to encounter some of the [...]
One of the things we do quite often in our quest to help our industry raise the bar on the value provided to its [...]
Planning software firms like eMoney and MoneyGuidePro are exponentially growing in terms of the number of firms and advisors utilizing their planning software (with [...]
Though the DOL Fiduciary Rule is off the regulatory table at this point, its impact on investment advisory and wealth management practices is undeniable [...]
The single biggest obstacle to consistently achieving goal in our industry is sales leadership, or more specifically, the lack of consistent, value-add coaching. Probably [...]
Recent research about the financial services industry suggests we have some work to do as to how our industry is perceived by the general public. [...]
The conclusion in this PWC survey served to reinforce what Greene Consulting anticipated back in 2010 – that the next major focus for financial [...]
I thought it timely to write about this topic as we have recently run into so many financial services firms who are implementing a [...]
By: Lisa Earle McLeod Lisa Earle McLeod is a leading authority on sales leadership and the author of four provocative books including the bestseller, Selling [...]
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. [...]