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. [...]
In this our third in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the inefficient use of [...]
In this our second in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the second root cause [...]
A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement [...]