News

January 17, 2012

Back Office Advisor is now offering a new "stand alone" firm review.  This comprehensive review starts with answering an 85 question discovery questionniare (online).  After the answers are evaluated, additional questions may be required.  Once we have the information we need, we will evaluate where you versus where you want to go and make recommendations which include articles, templates & other resources.  The cost for these reviews is currently $500 but they will increase to $1,000 to $2,000 each on 2/1/12.  Please contact us if you would like to discuss this.

December 11, 2011

Ginny is quoted in an article in Investment News by Lavonne Kuykendall entitled "Advisers who are fee-based feel handcuffed".  This articles discusses current trends in advisor pricing and the difficulty of making changes in the volatile markets.  The article can be found here: http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20111211/REG/312119991

November 13, 2011

Ginny is quoted in an article in Investment News by Lavonne Kuykendall entitled “Five Ways for Financial Advisors to Raise Fees”.  Diane MacPhee gave a great presentation during the November Practice Management Study Group Call (all calls are sponsored by Back Office Advisor and take place on the first Wednesday of each month except for December).  Please follow the link to read the article in it’s entirety. http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20111113/REG/311139980

August 21, 2011

Ginny is quoted in an article in Investment News by Lavonne Kuykendall entitled "When they need help, advisors call:  'Coach'".  The article discusses how more and more advisors are using coaches and consultants to help them work through various challenges within their firms.  The article can be found here: http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20110821/REG/308219994

June 2011

Virtual Solutions Consortium changes it's name to Virtual Solutions for Advisors to more accurately reflect the diversity of services offered on the website and to communicate correctly that the website is for financial advisors and investment managers.  New website - www.virtualsolutionsforadvisors.com

March 13, 2011

Ginny is quoted in an article by Lavonne Kuykendall of Investment News regarding the need for and the hiring of, a COO.  Ms. Hudgens' client, Paul Moffat of Arista Wealth Management describes how hiring a COO for his firm (assisted by Ms. Hudgens) changed his life dramatically and as result, he is free to focus on taking care of his clients and attracting new ones.  His revenues have increased 33% (excluding market growth) in the time period since he added a full time COO.  Please see the article here - http://www.investmentnews.com/article/20110313/REG/303139958

March 5, 2011

In the March 2011 issue of the The Journal of Financial Planning, Ginny was quoted in an article entitled "Self Centered Marketing". The article addresses the importance of figuring who you and your firm are within the financial planning industry, having a marketing plan and implementing it.  The article can be located at www.fpanet.org/journal/currentissue/tableofcontents/selfcenteredmarketing/

September 14, 2010

COO Study Group schedule for the remainder of 2010 - October 6, Jennifer Goldman, My Virtual COO (www.myvirtualcoo.com), November 3, Matt Peterson, MIAGD (www.miagd.com), No call in December (Happy Holidays), January 5, 2011, Chris Winn, AdvisorAssist (www.advisorassist.com).  To register for any of these teleconferences, please use the "contact us" section of this website.

September 7, 2010

Back Office Advisor LLC is pleased to announce their affiliation with the Virtual Solutions Consortium (www.virtualsolutionsconsortium.com), a one-stop website for a listing of outsource providers who work with financial advisors and wealth managers.

May 6, 2010

Ginny was a key note speaker to Reps of Capital Investment Companies (www.capital-invest.com) and discussed the importance of strategic planning and managing your firm so you can work "on your firm, not in your firm".  Please email Ginny if you would like a copy of this presentation.

March 16, 2010

Ginny will be a key note speaker at the upcoming Houston FPA June 4th Practice Management 1/2 day workshop.  Her presentation will include ideas on how to ask for and receive qualified referrals and is entitled "Creating Your Marketing Army".  Copies will be available upon request starting on June 7, 2010.

February 22, 2010

Ginny is mentioned in Bob Veres wrap up of the T3 conference held in San Diego.  Bob talks about the availability of consultants who can come to your office or work with you via phone to assist you with implementation of your latest technology investment to ensure you get the maximum usability from that technology.

September 30, 2009

Ginny participated in a webinar with Marie Swift of Impact Communications and other well-known industry coaches. This webinar was based on Marie’s two-part article entitled “What’s Next”.

September 1, 2009

Ginny is quoted in an article written by Marie Swift and published in Financial Planning Magazine entitled “What’s Next”.  This is a follow on to an article Marie wrote in March which talked about advisors whose businesses had flourished through the rough times of 2008.  This current article talks about what is working now and interviews with several coaches and advisors.  You can find this article at http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html.

September 1, 2009

Ginny will be a keynote speaker at the TradePMR conference in Orlando on February 25, 2010. Please go to www.tradepmr.com for information on their services and a conference agenda.  Copies of her presentation loaded with ideas on how to streamline your practice and improve your time managment are available upon request.

August 27, 2009

Ginny Featured in Bob Veres’ Coaching Report – Bob Veres has recently published his “Coaching Report” to help advisors find and evaluate coaches and professional implementers. The report includes reprints of articles Bob has written on these coaches over the years in his Inside Information publication. Please go to www.bobveres.com to download a copy of this report free of charge.

August 15, 2009

Back Office Advisor launches new website with the help of MIAGD. We hope you enjoy our new website. If there are resources you’d like to see here, please send us an email.