Your Strategic Vision Partner
"Welcome to Back Office Advisor!"
Hello. I’m Ginny Hudgens, the founder and president. My vision in starting this company is to help advisors build on what they already have in place by assisting them in pulling the pieces of the puzzle together.
Audio Presentation
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There are generally six main areas that impact your ability to “live your vision of your ideal firm”. Most of you have already done a terrific job at putting these pieces in place but eventually, the challenges of running your firm and trying to grow your firm come into direct conflict. It can help to have an objective third party who’s been right where you are take a look at things from a broader view. All too often, we get bogged down in the day to day running of the firm and forget why we’re doing all of this. My job is to help you remember why you’re doing all of this hard work, to stay focused on your goals and then move forward again.
Effective Solutions
- Staffing-related Services
- Your Marketing Strategy
- Technology-related Services
- Your Service Model
- Goals & Succession Planning
My process starts with a comprehensive review of your firm including your goals both personal and professional. From that, I draft a strategic plan for your review with quantifiable action steps based on your priorities much like you do for your clients with a financial plan. Then we begin to work on the areas we’ve identified are causing challenges within your firm. I am a hands on implementer and instead of just handing you a plan and saying, okay, now go do it, I will be with you each step of the way offering a wide array of practice management, staffing, service model, marketing and software ideas as well as ideas on other issues that may arise. TOGETHER, as a team, we will drive this plan.
If you’d like to talk further with me about your firm, please feel free to email or call me. There is no charge for any initial discussions and I always enjoy hearing from the folks on the front line.
