Get a clear
Know the smart
Drive your business forward
Not sure why your business isn’t firing on all cylinders?
Most of us are happy to see our doctors for our annual “Wellness Check”. It’s necessary to maintain our physical and personal wellbeing of ourselves and our loved ones. After all, these checks are the only way to see what’s happening under the surface, right? But when did you last check on the health and wellness of your Advisory firm? Looking “under the hood” of your day-to-day business operations will ensure the growth of your company long-term, but without that insight, you risk walking blindfolded into a crisis. For financial advisors not yet ready for a full consulting engagement, this service is a great first step to give you the insight you need to move forward.
The 8 Key Markers of Your Business Wellness Check
What does a business Wellness Check look like?
Your business Wellness Check is not unlike gathering and collecting data before you compile a financial plan for one of your own clients. First, we look at the big picture before diving into the detail, in order to make solid, actionable suggestions on how to improve your firm’s wellbeing. This isn’t a light-touch generic checklist. This is a comprehensive audit, geared toward your firm’s challenges, that focuses on the nooks and crannies and unearths the snags you’ll wish you’d picked up on years ago.
I first hired Ginny to assist me with our firm’s compensation and incentive plan. After we hammered that out, we began to examine other areas of the firm. Ginny helped me realize I needed a Chief Operating Officer and we have hired a superstar (which Ginny & her team assisted in).
We continue to work together tweaking systems to make them better and more efficient. Ginny participates in our quarterly Traction meetings and brings ideas and resources to the table. She is a great sounding board for me, and I feel very comfortable discussing anything with her. She is honest and direct in her feedback which many Entrepreneurs need to keep them moving forward and focused.
I highly recommend you give Ginny a call.
Principal & Senior Wealth Manager
I was referred to Ginny by my Client Service Advisor at TD AmeriTrade. I knew we had some staffing issues but I was not sure where the “symptoms” we were experiencing were pointing. In my initial conversation with Ginny, I talked to her about having job descriptions for my staff. Ginny was able to help me realize that having job descriptions was just one of many steps involved in helping me put the right people in the right positions to be able to handle my firm’s explosive growth.
Ginny continues to work with me and my team in group calls and meetings and one-on-one to help us manage our growth and service our existing clients to the best of our ability. She has provided ideas and uses hands-on implementation to help us complete our action steps (which she assisted us in identifying) and reach our goals.
I would highly recommend you call Ginny and discuss your challenges with her.
President Frisch Financial Group
I’ve hired and worked with a lot of consultants over the past three decades and for this very reason I was not interested in hiring another consultant to tell me what needs to be done and not have the ability to implement their recommendations and hang around and be accountable for the results, but I agreed to meet Ginny Hudgens at the behest of one of our vendors.
Ginny and I met for dinner and after some discussion, I decided to see what she had to offer. I completed her online questionnaire then she sent us a plan with recommendations and action steps. I called her a few days later and asked her when she could come to our offices and start working on her recommendations.
What differentiates Ginny from the rest of the pack is that she is does not expect you to do the work. She does it for you. What a refreshing difference. What most consultants don’t realize is that most entrepreneur’s don’t have the time to implement their recommendations. Ginny on the other hand knows that and that made all the difference for me and my firm.
Ginny has helped us realign our staff. She got rid of those employees who were not contributing and hired new employees who are highly motivated and came to us with “batteries included.” We now have what can only be described as the “Dream Team”.
With Ginny’s assistance, we now have a concrete marketing strategy in place and are ready to have one of our best years ever.
If Ginny invites you to dinner, I highly recommend you accept. It may just change your life and make you and your firm better.
Chairman & CEO R.W. Roge & Company, Inc. Bohemia, NY
Your Wellness Check results –
empowering you with insight
After collecting, benchmarking and reviewing your data, you’ll receive recommendations based on our analysis and professional expertise in the financial services industry. Your report will include “Challenges and Recommendations” for each of the eight key areas. Recommendations may include additional team members required to building out a new compensation plan or even shedding the clients who no longer fit into your service model. The Strategic Implementer will then provide you with the resources, tools, and plan you need to bring up the lagging areas.
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.
Your business health needs a regular check-up
Performing a wellness check of your financial advisory firm provides you with invaluable insights you can use to build the firm you envision. Compare data from regular wellness checks to identify progress or spot the obstacles stifling your growth. Don’t risk looking back in years to come and wonder, ‘what if?’. Schedule a call and get your Wellness Check today, knowing you’re doing everything possible to protect the health of your firm.