Wealth Management Expertise2017-08-18T15:36:45+00:00

Wealth Management Expertise

I just want to let you know that I believe I speak for everyone who attended the Greene Consulting training the last couple days when I say that it was a phenomenal experience.  Everyone hates to give up two days of their week but it was definitely worth it.  I took away several new things from the session that I am going to implement into my practice right away.

I sincerely believe time spent going through the Greene Consulting program is a game changer for me. I had numerous light-bulb moments and am very excited for all of us in all lines of business at how well these techniques will assist us in enriching our practices and clients’ lives.

Your course was one of the most enjoyable ones I have attended in the 18 years I have been working in Financial Services and you were, without a doubt, the best instructor. You made it enjoyable and easy to follow along regardless of the quantity of information you had to put in front of us in that short period of time.
Thank you for sharing client experience with us.  It has made a huge difference in my professional and personal life.  It has given me process and direction for values that were already core to me … like purity of intent.   I am a better man, dad, and banker because of my growth in how we deal with our clients.

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