When it comes to financial advising, there are various ways to measure success. Oftentimes, it comes back to the values of the advisor. 

In this episode of The Green Zone Podcast, learn more about Green Financial Group’s Director of Business Development, Lauren Smith. Discover how she measures success with her clients, what makes her great at her job, and more.

In this episode, you will learn:

• Who Lauren Smith is, and how and why she became an advisor
• Who Lauren’s ideal client is
• How Lauren measures success with clients 
• What Lauren’s proudest achievement is 
• And more!

Join us now to get to know all about Lauren Smith!

Resources:  Green Financial Group: (713) 244-3030

Podcast: Play in new window | Download | Embed

Green Financial Group specializes in providing a comprehensive approach to financial planning so that you can live your ideal lifestyle. 

But what exactly does their planning involve and how can it benefit you as an oil and gas executive? 

Today, Jeff Green welcomes Green Financial Group partner Lauren Smith, CFP®, MBA, to explore what makes up the green zone financial plan. Together, they highlight the eleven areas they cover during their planning process and why each area is important. 

In this episode, you’ll learn: 

• How often Green Financial Group revisits your plan — and why 
• Important planning areas covered in the green zone financial plan 
• How insurance changes as you enter retirement 
• What client relationship management means to Green Financial Group 
• And more! 

Listen now to learn about the green zone financial plan and what it can bring to your financial life! 

Resources: 

Green Financial Group | (713) 244-3030 | 50 Things Whitepaper | 11 Wealth Management Services White Paper | Client Bill of Rights

Podcast: Play in new window | Download | Embed