From Bob Veres - e-column, entitled Perspective Good afternoon. My fiancee has told me many times that gratitude is the key to happiness (she has actual research to back this up), and lately I’v… more →
Back Office Advisor BlogGinny wrote 6 days ago: From Bob Veres - e-column, entitled Perspective Good afternoon. My fiancee has told me many times th … more →
Ginny wrote 1 week ago: It’s true, financial advisors are sweethearts. You got into this business because you sincer … more →
Ginny wrote 2 weeks ago: We’ve all been told about the benefits of hiring the best employees and then paying them well, … more →
Ginny wrote 3 weeks ago: Okay, so here I am taking some time off visiting my folks in Louisville so my husband can attend the … more →
Ginny wrote 1 month ago: I had my contingency back up plan SERIOUSLY tested this past week when Hurricane Gustav roared into … more →
Ginny wrote 1 month ago: Two and 1/2 years ago, my husband and I moved to the South Louisiana. Up to that point, I had neve … more →
Ginny wrote 2 months ago: Yes, believe it or not, it’s time to start thinking about strategic planning for 2009. So, w … more →
Ginny wrote 3 months ago: Okay, now did she just say what I think she said? Hire someone before I can afford to? You bette … more →
Ginny wrote 3 months ago: Change…YIKES! In business, it can be a scary proposition and it when it comes to changing out … more →
Ginny wrote 3 months ago: As we approach the 4th of July (I can’t believe it’s that time of year already), I … more →
Ginny wrote 3 months ago: All of us at one time or another have used dumb, illogical excuses and a juicy rationalization to av … more →
Ginny wrote 4 months ago: In an April 2008 blog, I talked a little about remembering why you’re doing all of this ( … more →
Ginny wrote 4 months ago: In the June 2008 edition of Financial Advisor Magazine, Nick Murray writes his “Forty-One Epip … more →
Ginny wrote 5 months ago: I’m here at the NAPFA National conference in Long Beach and besides being a wonderful place to … more →
Ginny wrote 5 months ago: How many of you have taken the time to think about who you really want to work with? You’re … more →
Ginny wrote 5 months ago: How many of you have had this scenario come up recently? You’re humming along with a referra … more →
Ginny wrote 5 months ago: We’ve all heard alot about having an ideal client profile, how important it is to identify who … more →
Ginny wrote 6 months ago: Recently, I met with an advisor who is not a client of mine and we started discussing the possibilit … more →
Ginny wrote 6 months ago: Are you a micromanager? Ask yourself these questions: 1. In order to get something done right, d … more →