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.
