operational excellence

Imagine your office simplified, clarified, systematized and streamlined.

The Operational Excellence Academy can help.


Don’t miss the next Operational Excellence Academy!

  • Sept. 13-15, 2015
  • AE headquarters
If this sounds like something your office would benefit from, contact your VP of Marketing today to register your team.

In such a fast-paced industry, you don’t have time to worry about the headaches of running a business. That’s where administrative coaching guru Gina Rainey and her team of operational experts comes in.

Advisors Excel offers the Operational Excellence Academy as in-depth training for office managers, support staff and any other team member seeking guidance and the tools to succeed. The goal of OEA is to help systematize and streamline your office processes, revealing your staff’s hidden potential to become the team of professionals your clients deserve.

Register today for the next Operational Excellence Academy on Sept. 13-15, and your staff will:

  • Learn how Chad Slagle's office prequalifies prospects and keeps his calendar filled with revenue-generating appointments
  • Get a step-by-step process for establishing an effective referral program that can generate personal introductions year after year
  • Learn some of the keys to creating systems and procedures that run the office so producers can focus on building relationships and closing business
  • Find out how to keep producers on track and focused on their most profitable tasks and opportunities
  • See a variety of company structure designs and learn when and whom to hire as the practice grows
  • Learn how to fully implement and leverage your client database so it generates what you need, when you need it
  • Discover how to create a “wow” experience for your valued clients
  • Hear how to manage multiple offices and maximize the team's efficiency
  • Learn how to "DIP" and why this can be invaluable to the success of your practice
  • See how to effectively run weekly team meetings that can help position your practice for everyday success
  • See how to implement Slagle's reporting on profitability, event return on investment (ROI) and much more!

Gina Rainey developed OEA and its curriculum after gathering experience working as an assistant and then as a producer. Her background taught her firsthand techniques for how to connect producers to their team, combining their entrepreneurial thought processes with the methodical thought processes of administrative assistants.

Now, alongside specialists Sarah Newton and Kari Denton, Gina Rainey is here to help better your office processes so you can put your focus back where it belongs: on your clients.

Licensed insurance producers and their firms will be able to take away a number of valuable concepts and useful strategies from this event. However, only those firms and individuals licensed to conduct securities transactions and offer investment advice will be able to use ALL of the sales and marketing strategies with consumers.

Producers are ultimately responsible for the use of implementation of these concepts and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations.

Results from the use of the concepts and strategies presented at the OEA event are no guarantee of your future success.

For financial professional use only.

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Operational Excellence
Where you and your staff invest your time will ultimately determine your success.



For financial professional use only – not intended for use by the general public.