Blogs about: Service Model
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Goal Setting...It's What It's ALL About...
As many of you know and as I mentioned in some posts a few weeks ago, it is once again time for yearly strategic planning. Where and on what will you focus your energy for the next 12 months? The fir… more →
Back Office Advisor Blog
Goal Setting...It's What It's ALL About...
Ginny wrote 1 month ago: As many of you know and as I mentioned in some posts a few weeks ago, it is once again time for year … more →
Customer Service 101 - Establish Rapport
M Williams wrote 2 months ago: The term customer service can represent several things in different industries, but there are some f … more →
Leadership Program
calphil wrote 4 months ago: “Cal Phil Announces New & Exciting Leadership Program” Leadership Program – In … more →
If you say you're going to do it, then "DO IT"
Ginny wrote 5 months ago: Risk questionnaires, IPS’, Client contracts…all necessary in a well run RIA. However, b … more →
Be a Renewable Resource
Ginny wrote 8 months ago: I’m sure you’ve seen all the articles recently talking about how this market may be the … more →
You Never Get a Second Chance to Make a First Impression...
Ginny wrote 9 months ago: So many times, I see advisors work so hard to get a get referral. They get one and low and behold, … more →
"They like me, they really like me' but do I like them?
Ginny wrote 1 year ago: As we approach the end of the year and you and your staff are doing strategic planning for 2009, don … more →
Excuses, excuses and one or two good rationalizations
Ginny wrote 1 year ago: All of us at one time or another have used dumb, illogical excuses and a juicy rationalization to av … more →
Why Are You Doing All of This, Part 2
Ginny wrote 1 year ago: In an April 2008 blog, I talked a little about remembering why you’re doing all of this ( … more →
Reference service at IC/LC
Gabi Wong wrote 1 year ago: Elizabeth B. Fitzpatrick, Anne C. Moore, Beth W. Lang, “Reference librarians at the reference … more →
The "Millenials" are coming. Are you ready?
Ginny wrote 1 year ago: How many of you saw the piece on 60 Minutes last night about the millenials? http://www.cbsnews.com/ … more →
Get your employees vested in your success!
Ginny wrote 1 year ago: I recently returned from the NAPFA National conference in Long Beach, CA. What a great success! One … more →
Who do you want to work with?
Ginny wrote 1 year ago: How many of you have taken the time to think about who you really want to work with? You’re s … more →
It's time for a reminder as to why we're doing this...
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Ginny wrote 1 year ago: We’ve all heard alot about having an ideal client profile, how important it is to identify who … more →
Is growth always the right thing?
Ginny wrote 1 year ago: Recently, I met with an advisor who is not a client of mine and we started discussing the possibilit … more →
It's 99% about the culture...
Ginny wrote 1 year ago: Recently, I have had a few young planners call me and want to talk about the firms they are currentl … more →
Employees are taking over...Oh, Happy Day!
Ginny wrote 1 year ago: Frequently, when I’m working with advisors, as we’re going through their strategic plan … more →
Cost of Not Having a COO (or outsourced administrative parnter)
Ginny wrote 1 year ago: It’s not hard to recognize the signs…too many hours spent on back office work, client se … more →
You know you need to purge your client base...or do you?
Ginny wrote 1 year ago: One thing that ALL advisors have in common as they grow is “how do I serve my larger, more ide … more →
