Athena Executive Services

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For Financial Advisors

Athena Executive Services

About Us

Services + Pricing

The Productivity Blog

Delegation 101

For Financial Advisors

Case Studies

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Security and Confidentiality

How do Athena EAs manage confidentiality, discretion, and security? Our Executive Assistants operate with the highest level of integrity required – which is all-important when you have people’s personal lives and personal data in your hands.

Please know that our values are not kept in a binder or on a shelf collecting dust. They are not framed on wall soon to become as impactful as wallpaper! Our values are talked about and discussed regularly. They are a compass for everyone’s development here at Athena.

Overlapping Remote Work with Vacation

We enjoyed reading this recent article from the Wall Street Journal about working remotely while on vacation. We always encourage Athena EAs and our team to do the prep work before a scheduled trip or time off, so they can truly relax and recharge. However, one of the many benefits of working remotely is the ability to work from anywhere! 

Can you overlap your tropical or cabin-in-the-woods vacation with a few days of remote work thrown in? It’s possible, but there some rules you should implement to keep things professional for your employer or clients. This article provides some great insight. 

 

 

 

 

 

Seven Years of Athena Executive Services!

This month marks the seventh Anniversary of Athena Executive Services. Happy birthday to us! 

The Athena Leadership Team recently came together to reflect on where we’ve been, the state of things currently, and where the company is headed in the next five years. Athena CEO Gina Cotner offered advice for emerging entrepreneurs, including some lessons learned along the way. It’s always a fun and informative when these three get together. 

 

 

 

 

 

 

Consistently Nurturing and Developing Your Team Pays Off!

As a leader, if you are consistent over time in how you hire, develop and train your people, your investment will pay off in the heat of battle when your teams are tested!

Create a culture that runs on its values and mission.  

Don’t make your mission statement something that you print and hang on a back wall that nobody ever sees. Craft a mission statement and/or set of organizational values that you and your people commit to.

Lead from your mission and values, and invest in your team. Be the example and consistently elevate their performance with coaching and training.

Recently, the Athena team was put to the test when an unexpected problem came up over the holidays. One of the visions for our clients is that they experience ‘freedom and peace of mind’. This goes for any issues that come up internally as well!

Hear the story about what happened and how things were resolved: