Though the DOL Fiduciary Rule is off the regulatory table at this point, its impact on investment advisory and wealth management practices is undeniable and likely lasting. As a result, financial planning has become a strategic priority for many firms and advisors. Yet from what we at Greene Consulting have seen, the implementation of [...]
The post Changing the Conversation Part I:<br><em>Financial Planning – is Yours a Product or an Experience?</em> appeared first on Greene Consulting.
