Know the smart
Do your goals always feel frustratingly out of reach?
Most financial advisors know where they want to end up, they just don’t know how to get there. They have a ton of ideas, but no clear picture of how to pull them all together and actually implement them. The problem is, no one can truly build the firm of their dreams without a strategy that actually makes sense and is fit for purpose. Too often the priorities are off balance and attentions drift to other opportunities. And when you have no buy-in, clear direction or accountability, that end goal can seem out of reach.
Providing the driving force behind your team
Through regular video calls (as often as required) with you and members of your team, we’ll provide the accountability and momentum you need to make change happen. With our combined 20+ years of experience in the industry and flourishing network of financial advisory clients, we know what works and what doesn't - helping you avoid the pitfalls along the way.
I called Ginny & Brian because my firm is growing, and I needed to figure out the next positions I should hire. Additionally, I needed strategic direction on how to build the firm I wanted. I know what I’m good at and enjoy but I was spending too much time working in my business and not enough time working on it.
I needed new team players as well as systems and processes so I could build a self-managing firm. I don’t want to manage anyone, and I want to spend most of my “work” time meeting with clients and helping them meet their goals.
With Brian and Ginny’s help, we have implemented the Entrepreneurial Operating System as outlined by Gino Wickman in his book Traction and it has made a vast difference in our ability to move our strategy forward. Ginny & Brian help us stay accountable to our strategy and provide resources as needed. They truly come alongside you as a strategic partner making sure you can build the firm you set out to build when you decided to go out on your own.
Scott Hohman, CFP®, AIF®, President
Resolute Wealth Advisor
Set the goals
We work with your team to establish SMART goals that align with your overarching business goals. We'll help set quarterly milestones for the next 12 months so they have the accountability they need to progress and we'll break down any obstacles so progress is achievable.
Everyone is asked for input to help shape the changes moving forward. This will allow you a forum to communicate your vision effectively, increase engagement and gain critical buy-in from your team.
Key services we support our clients with
Ready to start loving work and life again?
First schedule a free, no-hassle call with us and tell us what is keeping you up at night.
If we’re a good fit to work together, we’ll identify your challenges and develop a plan of action to overcome them.
Then, as an adjunct team member, we’ll come alongside you and your team to help you implement your plan.
How healthy is your business? Get a Wellness Check today
We aim to be accessible to all, with retainer services from just $2000 a month. For financial advisors not yet ready for a full consulting engagement, you may find our ‘Wellness Check’ – a comprehensive business audit – will give you the insight you need to move forward. Not unlike gathering and collecting client data before putting together a financial plan, the Wellness Check looks at the big picture, then dives into the more relevant details, to make solid, actionable suggestions on how to improve your firm’s health.
You can find out more here.
Struggling to hire top talent?
Hiring can be overwhelming. Our flat-fee recruitment service (discounted for retainer clients) takes the headache away. We’ll market the role and interview all candidates in advance so you only spend time meeting the final shortlist.
Your DIY Business Diagnostic Checklist - Assess the Vital Signs of Your Firm in 8 easy steps
Are you putting in all the hours and still your business isn't performing as you'd hoped? Yet try and you might you just can't make progress as fast as you'd like. This FREE checklist is designed to help you root out exactly what's holding back your success. We cover the 8 simple steps you can take to get the clarity you deserve to solve your challenges and hit those goals.
Download Your DIY Business Diagnostic Checklist Now
You shouldn’t have to face your challenges alone
With the Strategic Implementer, you’re never isolated. Not only will you have our team by your side, you’ll also have the ear of our client network who all understand what it’s like to walk in your shoes and are happy to share their learnings with you to help overcome your challenges.