We had the good fortune of connecting with Adina Gres, CEO and owner of Financial Concierge, and we’ve shared our conversation below.
Hi Adina, is there something you can share with us that those outside of the industry might not be aware of?
not managing your financial life isnt an option when your running a business. many business owners come to me and tell me they dont have their numbers in order. When it comes time to understanding their business they have questions that can not be answered because they have not put together their bookkeeping, they dont know that they have to do it, and the importance of doing it or having someone do it for them.
What should our readers know about your business?
Early on when I started my business I wanted to understand what set my apart, why would you call Financial Concierge to do your bookkeeping, or why would you chose me to coach you. My first response to that was ” I always know where your money is” which became the tag line of my business. That began with always answering my phone, night or day to help and assist my clients. As the company grew, and it wasn’t always me personally answering the phone,the same personable relationship applied to my employees and the clients who called. Coaching business owners and individuals for various reasons is a personal process. Each client needs to feel comfortable and trusting with their coach. I share some personal stories, failures and accomplishments with my clients, for the sole purpose for them to understand that even though I may be on the other side of the table (or couch) now, I can relate to their struggle and wanting to have a better outcome. Coaching is something that is useful only when the client is willing to work hard, and I always tell my clients before we begin, “Life is a marathon, which place you come in, is your choice” It was not always a smooth road to where I am today, one thing that helped throughout my years in business was to keep learning. the climb isn’t always easy but when you surround yourself with people you can learn from, and your eyes are wide open to find those people, you can only get better. I still learn new things all the time and it is interesting to see what I can still learn and find those surprising new places to learn from. Communication is key for relationships with those your work with, whether they be colleagues in your field or your employees, Conversations may not always be easy to have, you can not go wrong when your making every effort to communicate effectively. I started from scratch, and told people I met or knew what I was doing, and what I loved to do, through that I got clients, and word of mouth from one person to the next. Any opportunity you have when you own a business, tell people what you do, you never know where it can lead to.
Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
Fish Grill on Beverley boulevard is usually a favorite for my family from the east coast. there is something unique about the way they prepare their dishes, tasty yet affordable and has a variety for different diets. For dinner, my favorite spot is La Gandola. the food is always good, the ambiance is relaxing, and I love the way the owner and head chef comes out to speak with his patrons. Most probably I would suggest to get a message, especially for those who hard working, its always good to let yourself get pampered when your in a different location. That can be at Burke Williams, or the spa at the four seasons. I love the process of how television or movies are made. A tour at paramount or Warner Brothers is always a good way to see things behind the scenes, and the tour comes with a vast amount of Hollywood history. The ocean is a huge attraction to most visitors, Santa Monica was always my favorite spot, the moment your in the City, without getting to the beach you feel a sense of calm, just being near the ocean. I love San Diego as well, the same sense of calm, combined with different ocean feel is exactly what you get when you go there, not to mention the seals that just hang out at the beach.
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
Alice, Hillel and Nikki are three people that gave me support mentor ship and encouragement in my life. During my teenage years I worked Alice Dickman, babysitting her children for many occasions. Her husband was a Doctor and worked many hours and Alice ran his entire practice. When I would ask her why she is so involved when she could hire more help to run the office, her response was something that shaped my life. ” There is no one to see to your bottom line more than you”. She did have a team of people working for her, however she felt that as a partner with her husband, it was also her responsibility to see to it that things were done correctly and running smoothly. Her work ethic stuck with me for years to come. My husband and I have been partners in business for many years. There was a time in my life when I needed more, and when I wanted to start my own business, he encouraged me to jump on any opportunity that came my way. The drive to keep moving and growing comes from my older sister Nikki. Nikki and I ran several little businesses when we were kids, anywhere from selling hair accessories to back yard camps. Nikki taught me what it is to be an employee as well as a boss, and while we both are now raising the next generation of strong woman in leadership, I know that Nikki always gave me the boost I needed to keep learning more.
Linkedin: Adina Gres