One of the biggest buzzwords in Financial Services Training and Development today is “competency.” At Greene Consulting, we have worked with many organizations as they embarked on defining key competencies to better define and clarify what is takes to be successful in a given position.  

The landscape in which financial advisors must compete to earn the business of consumers is more competitive than ever.  In this integrated marketplace, small and large Financial Services firms are competing to offer integrated, holistic solutions to their client-base.  This leads to the dilemma ALL financial services firms are striving to solve: How do we…

“Some gotta win, some gotta lose” is more than a line in an Elvis Presley song – it’s the government’s rendition of the Fiscal Cliff Deal. What exactly is the fiscal cliff? Is the fiscal cliff sheer media hype or a real crisis? The fiscal cliff refers to a perfect storm of tax increases and…