Blogs about: Practice Mgmt General

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No explanation necessary...

Ginny wrote 6 days ago: From Bob Veres - e-column, entitled Perspective Good afternoon. My fiancee has told me many times th … more →

Tags: down markets, veres

No more Mr. Nice Guy

Ginny wrote 1 week ago: It’s true, financial advisors are sweethearts.  You got into this business because you sincer … more →

Tags: Staffing, bad fit employees, hiring employees, keeping the right employees, transitioning a bad fit employee

It's not enough to have good employees...

Ginny wrote 2 weeks ago: We’ve all been told about the benefits of hiring the best employees and then paying them well, … more →

Tags: Staffing, hiring quality staff, micromanage, STAFF

It's starting to feel personal or what is the back up plan for the back up plan?

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 →

Tags: Practice Policies Manual, back up plan, contingency plan

Post-Gustav thoughts...

Ginny wrote 1 month ago: I had my contingency back up plan SERIOUSLY tested this past week when Hurricane Gustav roared into … more →

Tags: technology, contingency plan, Disaster Plan, Hurricane Preparedness

Get a game plan now!

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 →

Tags: Disaster Plan, business continuity

Is it that time already?

Ginny wrote 2 months ago: Yes, believe it or not, it’s time to start thinking about strategic planning for 2009.  So, w … more →

Tags: Strategic Planning

Hire before you can afford to.

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 →

Tags: Staffing, Marketing, marketing strategy, hire before you need, MOMENTUM

Stop living the "status quo"

Ginny wrote 3 months ago: Change…YIKES! In business, it can be a scary proposition and it when it comes to changing out … more →

Tags: Staffing, changing personnel, quality of life, Strategic Plan

It's time to celebrate! Go ahead, pat yourself on the back!

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 →

Excuses, excuses and one or two good rationalizations

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 →

Tags: service model, Excuses, rationalization, Strategic Plan

Why Are You Doing All of This, Part 2

Ginny wrote 4 months ago: In an April 2008 blog, I talked a little about remembering why you’re doing all of this ( … more →

Tags: service model, managed growth, Why are you doing this?, your reasons for growing

Nick Murray's Epiphanies

Ginny wrote 4 months ago: In the June 2008 edition of Financial Advisor Magazine, Nick Murray writes his “Forty-One Epip … more →

Tags: Marketing, down markets, nick murray, prospecting

Okay, so I'm not the only one who gets my best ideas in the shower!

Ginny wrote 5 months ago: I’m here at the NAPFA National conference in Long Beach and besides being a wonderful place to … more →

Tags: Time Mgmt, clearing your mind, thinking in the shower

Who do you want to work with?

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 →

Tags: service model, ideal client, Profile, niche

Yes, Mr./Ms. Advisor, just one more question. What is your succession plan?

Ginny wrote 5 months ago: How many of you have had this scenario come up recently?  You’re humming along with a referra … more →

Tags: Succession Planning

It's time for a reminder as to why we're doing this...1 comment

Ginny wrote 5 months ago: We’ve all heard alot about having an ideal client profile, how important it is to identify who … more →

Tags: service model, ideal client profile

Is growth always the right thing?

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 →

Tags: service model, Delegation, Growth

Are you a micromanager? If so, you could be endangering your firm!

Ginny wrote 6 months ago: Are you a micromanager?  Ask yourself these questions: 1.  In order to get something done right, d … more →

Tags: micromanagement, Micromanager


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