It's always better to hear from your peers! |
I called Ginny because I thought
it would be helpful to have an outside point of view on the strategic direction of my firm.
We developed a strategic plan together. The plan had a significant effect on my business.
Based on my growth objectives we agreed that we needed to hire additional employees. We did that. We agreed that I needed
to focus on marketing. I've done that and Ginny has been a big help in keeping me focused on an area that I don't
consider my strong suit.
Ginny has also helped us
focus on developing procedures and organization. I appreciate her direct, hands-on style. She doesn't just drop ideas
in my lap but actually participates in their implementation.
Ginny is insightful, energetic and genuinely motivated to improve my business. She is fun to work with. I highly
recommend her.
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.
Ginny
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)."
