Whitepapers

Why You Need a Strategic Plan

Written by Ginny Hudgens, President | 16 July 2009

Here’s the bad news…that Crystal Ball will never work or “Why You Need a Strategic Plan”

You know you need a strategic plan but the thought of taking the time to sit down and do it coupled with “where do I start” just seems to be too overwhelming.

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Building Your Franchise with a Practice Policies Manual

Written by Ginny Hudgens, President | 16 July 2009

In his book, The E-Myth Revisited – Why Most Small Businesses Don’t Work and What to Do About It (HarperCollins © 1995), Michael Gerber talks about creating your franchise and uses McDonald’s Hamburgers and Ray Kroc as an example of how this was done very effectively.

So how does this relate to your business you might ask? What’s important to you about building a franchise? How can a Practice Policies Manual assist you in building your franchise?

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Hire Drivers Not Passengers

Written by Ginny Hudgens, President | 16 July 2009

It may be time for you to change your mindset about your employees for truth be told, to be successful, you really need “partners”, not employees. Now let me explain further.

One of the biggest problems that growing financial advisors face is finding the right employees: someone who fits your culture, is motivated, smart, and a self-starter. But I think the most overlooked quality is finding someone who shares your vision and your dream for the firm you want to build, which may not necessarily be the firm you have now.

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The Fork in the Road

Written by Ginny Hudgens, President | 16 July 2009

Recently, while in Seattle, I had the opportunity to meet with Mark Tibergien (formally of Moss Adams, Mr. Tibergien had just accepted the position of CEO for Pershing Advisor Solutions LLC) and two of his associates, Philip Palaveev & Ken Evans. Among other issues, we discussed one very difficult hurdle that all advisors, really all entrepreneurs, face at one point or another…“The Fork in the Road”.

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The Latest and Greatest Technology

Written by Ginny Hudgens, President | 16 July 2009

The Latest & the Greatest…Or Is It and So What?

Oh boy, new technology, a new gadget, a new toy. You just can’t resist the temptation to purchase it. Surely it will solve all of your problems right? That’s what it promises…buy this and you’re life will be light and breezy, right?

Hold up there partner…before you embark on yet another new piece of technology, let’s talk about what you’ve already got. I’m willing to bet a substantial amount of money that you already have a large amount of money invested in the technology you have at this moment but either you’ve not taken the time to learn it fully, you’re not currently using it to it’s greatest capability or worst of all, you’ve issued an edict within your office and to your staff to use the technology a certain way and you’re the only one not doing it. Sound familiar?

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