Ian Green's Success Plan
“The Financial Adviser – How to be a Successful Practitioner’ is the culmination of four years of financial services theory applied in less than one year with incredible results.
Ian Green doubled his production and still found time to get married, witness the birth of his first son, move house and start his own company.
About Ian Green
Ian Green is the founder of Green Financial Advice Limited and Green Legal & Financial Consultancy Limited. Renowned for his role as the 2020/21 President of MDRT, a leading global financial professionals’ association, Ian is also the author of “The Financial Adviser: How to be a successful practitioner.”
In his career, Ian has served as a trustee for the Personal Finance Society Charitable Foundation and held a board position at the Life Insurance Association. He holds a Diploma in Financial Planning and is recognized for his contributions to financial planning standards, including obtaining the BS8577 certification for his firm.
With over 25 years as an independent financial planner, Ian has expertly guided clients through various economic cycles, focusing on creating lasting financial plans and securing comfortable retirements.
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