Financial Advisors Want to Know: How Executive Assistants Drive Growth and Efficiency - Ep. 53 Gina Cotner and Jennifer Tracy

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Gina Cotner is the founder and CEO of Athena Executive Services, a firm that pairs part-time virtual Executive Assistants with busy entrepreneurs and executives across the U.S., allowing clients to focus on what matters most. Born and raised in Seattle and often in California, Gina has worked remotely for over 15 years on national and international teams. With a background in HR and Public Relations from Syracuse University, her career centers on training, leadership development, and promoting work-life balance. Recently, she’s taken up competitive pickleball, adding a dash of sport to her life.

Jennifer is an innovative leader known for anticipating needs and delivering outstanding service to clients and colleagues. A passionate entrepreneur, she has owned five companies over 20 years, including three restaurants/live music venues, a consulting practice, and a software company. Her strengths in fostering a productive culture and driving successful business outcomes have been evident across diverse industries. Jennifer’s dedication to growth is reflected in her involvement with Landmark, a leading personal development organization.

Podcast Takeaways:
Unlock Growth with an Executive Assistant: Delegating low-value tasks to an EA frees advisors to focus on higher-value activities, enabling business growth and improved efficiency.

Start Small and Build: Even 10 hours a week of EA support can make a significant difference, allowing advisors to offload repetitive tasks and scale their support as needs grow.

Trust and Document Processes: Building trust with your EA and documenting workflows ensures consistency, mitigates risks, and supports seamless transitions if team members change.

Delegate Thinking, Not Just Tasks: Empower EAs to handle critical thinking and decision-making, creating a true partnership and relieving advisors of micromanagement.

Tailored Support for Advisors: EAs familiar with financial CRMs, compliance needs, and client-facing tasks provide specialized help, allowing advisors to deliver a more seamless client experience.

Connect with Gina and Jennifer:
https://athenaexecutiveservices.com

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