In this milestone episode, co-hosts Jeff Green and Lauren Smith share the story behind their wealth management practice’s exciting rebrand from Green Financial Group to Winstone Wealth Partners. They take listeners behind the scenes of the naming process, brand evolution, and the heartfelt reasoning behind the shift—all while offering a transparent look at what’s changing (and what’s not). Together they discuss:
- How team collaboration (and color preferences!) shaped the new logo
- The role of legacy, growth, and leadership in the rebrand
- Client reactions—both supportive and sentimental
- What the new chapter means for the team and the client experience
- The evolution of the website and digital presence
- Why The Green Zone podcast will keep its name
- And more!
Connect With Green Financial Group:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
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