It's always better to hear from your peers!
Iris Dayoub, Owner
Alpha Financial Management
Savannah, GA
"I have been a financial planner for many years and I am very passionate about what I do. However, recently, it seemed as though working in my firm had become a chore. I had some staff issues and just didn’t look forward to coming to work anymore.
Ginny first caught my attention with her strategic planning technique. She is a firm believer in having a strategic plan in the same way a planner believes the financial plan is the cornerstone for any investor. She came down to Savannah, met my staff and we spent many hours talking about what I wanted the firm to look and feel like. At that point, we put some action steps in place and the change has been fantastic.
I now have a great staff in place and can’t wait to get to the office each morning. What has changed? I am now spending my time meeting with clients, strategizing on their behalf and thinking about value I can add to their lives. With Ginny’s help, I have learned to delegate most everything else to my very competent staff (Ginny discovered I had a COO in my employ and I didn’t even realize it!).
If you are looking for a way to get back to what you most enjoy, I would suggest you give Ginny a call. "
Brent Little, President & Owner
Odyssey Wealth Management
Dallas, TX
"Over the past few years I have been very pleased with the progress I’ve seen with the firm and how it has evolved. In the latter part of 2008, I began to realize that there may be ways to run the business more efficiently, thus allowing me to grow more quickly with greater capacity. This is where Ginny came in.
Ginny has been instrumental in helping me understand what my goals were. From this we were able to determine how I wanted to grow the business. Initially I thought I would like to have four or five employees, but I am now realizing that outsourcing is probably a better option for me. Ginny has assisted me in finding outsource partners while helping me streamline my service model so I can work more efficiently, not harder.
Additionally, Ginny has helped me narrow the niche of the clientele for the firm so that I can gain additional knowledge and become a real resource to these groups.
I’m very happy with the progress the firm has made over the last year and believe Ginny has had a significant impact in helping me grow it. I would highly recommend giving Ginny a call to see if she can assist you in reaching your goals."
Scott Cole, Owner & President
Cole Financial Planning
Bessemer, AL
"I know where I want to take my firm, the quality of life I want to build for my clients and my family but I was having a difficult time getting my arms around what steps to take and when to take them. Ginny has been able to provide the direction I needed to move my firm forward. She assisted me in writing a strategic plan for my firm which encompasses all the aspects I need to get focused on not only building my firm and client base but has helped me articulate who I want to work with. In addition, we have worked together to articulate my value for my niche which has made it easier for me to focus my marketing efforts. Ginny is a true partner, working with you every step of the way to help you (sometimes drive you) to achieve your goals by providing everything from strategic vision to implementation to documents and templates when needed. If you know where you want to go but lack direction and a plan to get there, I highly recommend giving Ginny a call!"
Mike Self, President & Owner
Self Wealth Management
Scottsdale, AZ
"Ginny has been instrumental in helping me establish strategic goals and action plans which have enabled me to grow my business and take it to the next level. I knew where I wanted to go, but needed an objective view from someone who had been there. The action plans were the tool I needed. With Ginny's assistance, I have hired a COO for my firm. The addition of this person has enabled me to spend more time with my clients and my family. The COO has been brought into the Strategic Plan with objectives and goals as well. Ginny provided guidance and direction regarding roles and responsibilities. Giny has a clear understanding of what it takes to build and maintain a wealth advisory firm. She is an energetic individual who is driven to help her clients meet and succeed in their goals (professional and personal)."
