operational excellence

Imagine your office clarified, simplified, systematized and streamlined.

The Operational Excellence Academy can help get you there.


quick facts
  • Led by administrative coaching guru Gina Rainey and her team of operational experts
  • Gina Rainey brings both views to the table and is able to connect the advisor to their team by bridging the gap between the entrepreneurial side of the advisor and the systematic, methodical brain of the assistant. 
Having more time to focus on the good stuff—client appointments, selling, marketing strategies and relationships—and less time on the headaches of running your practice is the key to building the ultimate business and utilizing your greatest talents. The Operational Excellence Academy can help get you there.

At the Operational Excellence Academy, administrative coaching guru Gina Rainey and her team of operational experts will help you turn your dreams of a thriving, process-driven practice into a reality. This course will immerse your staff in tried-and-true techniques to help you grow a booming practice!

By acting originally as an assistant and then as a producer, Gina Rainey brings both views to the table and is able to connect the advisor to their team by bridging the gap between the entrepreneurial side of the advisor and the systematic, methodical brain of the assistant. 

Your staff will learn

  • How to create a process-driven office
  • How to grow a successful practice around a team
  • Secrets to getting the advisor paid quickly
  • How to effectively work with insurance companies
  • Suitability and licensing best practices
  • How to develop a self-accountable team
  • And much more!

Where you and your staff invest your time will ultimately determine your success. Don’t miss this opportunity to position you business for dominance—reserve a spot for your staff at the Operational Excellence Academy today!

CLICK HERE for more information!

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



Designed for financial professional use only – not intended for consumers.