Okay ladies, today’s story isn’t about ETFs or budget hacks — but stick with me, because there’s a money lesson hiding in this one that I literally coach my clients on every single week.
Haver & Boecker Niagara has brought Ginger Reynolds on board as its Certified Sales Manager for the South region of the United States. She comes with more than 15 years of industry experience under her belt, with a heavy focus on sales and business development. And y’all know I love a woman with a proven track record. 👏
In her new role, Reynolds will be focused on growing business throughout Texas and Oklahoma — my home turf, hello! — and helping customers find the right solutions for their operations. That’s the part that caught my attention. Not just selling, but matching people with what actually fits their situation. Sound familiar? That’s literally what I do when I’m helping a client pick between an index fund and a targeted ETF. The right fit beats the flashy option every time.
Steve Dery, vice president of sales at Haver & Boecker Niagara, said Ginger is going to have a great impact on customers’ success in the southern United States. He pointed out that having someone who’s made a career out of building relationships and helping customers improve their performance is a major benefit to both the organization and its customers.
Here’s what I’d underline from that quote: relationships first, transactions second. This is why I tell my coaching clients that your financial life is built on relationships too — with your bank, your advisor, your accountant, and honestly, with money itself. When you treat those relationships with care instead of chasing quick wins, the results compound. (Pun fully intended. 💰)
Both existing and new customers will be focal points for Reynolds as she works to become a trusted resource to help them reach their goals. She’ll work with current clients to pinpoint areas where Haver & Boecker Niagara can improve operational efficiency, while also connecting with new contacts in the region to bring the manufacturer’s solutions to additional operations.
I want to sit on this for a second, because there’s a wealth-building principle buried right here: growth doesn’t just come from finding new opportunities — it comes from optimizing what you already have. Reynolds isn’t ignoring her existing clients to chase new ones. She’s doing both. That’s exactly how I want you treating your money. Yes, look for new income streams and investment opportunities, but don’t neglect the accounts, budgets, and systems you’ve already built. Audit what you have. Tighten it up. Then expand.
Reynolds will be in familiar territory, too. She previously worked directly with customers in the aggregates and industrial markets. Before joining Haver & Boecker Niagara, she served in a regional business development role where she specialized in conveyor belts, rubber products, and other material-handling solutions. She’s spent extensive time visiting customers on site, gathering feedback to help them find methods and products that reduce downtime and improve productivity.
Reduce downtime. Improve productivity. I could not love that more if I tried. Downtime is the silent killer of wealth, whether we’re talking about a conveyor belt or your savings sitting idle in a checking account earning basically nothing. When something in your financial system isn’t moving — money parked in the wrong place, a subscription you forgot about, a 401(k) you’ve never rebalanced — that’s downtime. This is why I tell my coaching clients to do a quarterly money audit. Fifteen minutes, a glass of wine (or a matcha, no judgment), and a look at where your dollars are actually going. You’d be shocked how much productivity you can recover.
Reynolds herself put the philosophy beautifully: she believes customers want someone who will listen to them, understand their challenges, and do what they say they’ll do. Strong business relationships are built by being present, being dependable, and treating people with respect. When customers know you care about their success, not just making a sale, it creates trust. She’s looking forward to being someone Haver & Boecker Niagara’s customers know they can count on.
Listen. Caring about outcomes over commissions? That’s the energy I want every woman reading this to demand from the financial professionals in her life. If someone is selling you a product and can’t explain how it serves YOUR goals, that’s a red flag the size of Texas. Here’s what I’d do: before working with any advisor, broker, or platform, ask them to explain — in plain
