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It's always better to hear from your peers!
Paul Moffat, Owner
Arista Wealth Management
Las Vegas, NV
I knew I did not have the right person in place to handle my administration and the daily running of my firm but had no idea where to go or what I needed to do to remedy the situation.
Ginny came to Las Vegas, met me and my assistant and made some suggestions to try and correct the current situation. When this did not bring about the needed improvement, Ginny helped me make the change to a new person.
She wrote the ad, interviewed candidates by phone, administered tests and narrowed it down to four candidates to interview. She then flew back to Las Vegas, having set up a day of interviews, and assisted me in selecting the right candidate.
This person has changed my life and the way my business runs. My growth rate has exploded and I’m able to live the life I had only envisioned because I no longer worry about what is happening (or not happening) in my firm.
Ginny has assisted us with yearly strategic planning and helped us identify the needed action steps to complete the projects we want to get done to continually move our firm forward and be able to provide the top quality service our clients expect from us.
If you have reached a cross roads, and are not sure which direction to go, give Ginny a call and discuss your challenges with her. She really cares about seeing you and your team succeed and reach their goals.
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. "
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!"
