Retail Banking Program

retail_banking

Equips banking professionals with clear insights to effectively serve branch banking customers on financial issues most relevant to them.

CFP® Certification Program

certificate_technical_programs

Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.

Alternative Investments Program

alternative_investments

Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.

Latest From Our Blog

  • Senior couple meets with a friendly financial adviser.

Do You Know What Good Looks Like?

June 16th, 2015|0 Comments

Consider the following questions:

On what basis – or standards – are you evaluating the ability of your advisors to execute?
How have you communicated that to your advisors?
On what are you holding them accountable? Just sales […]

  • Senior couple meets with a friendly financial adviser.

Three Key Questions For Breakout Success

May 22nd, 2015|0 Comments

Greene Consulting had the privilege to partner with a large bank executive to help transform his division from a near-death spiral to a best-in-class sales and service organization. This engagement included a focus on the […]

  • starting_estate_planning_greene_consulting

Are You Ready for Alternative Investments?

April 27th, 2015|0 Comments

One of the most significant trends in the investment industry today is a wave of new alternative products being launched in mutual fund wrappers. This has opened a vast, new marketplace for these hedge fund-like […]

  • Seniors Meeting Financial Advisor

Start Selling How Buyers Want to Buy

January 29th, 2015|1 Comment

Virtually everyone claims it. Client-first. Customer-centric. Buyer-focused. In our work in the financial services industry, we see it every day in mission statements, brand promises, and value propositions. So why is it that most clients […]