operational excellence

Imagine your office simplified, clarified, 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 brings both views to the table and is able to connect producers to their team by bridging the gap between their entrepreneurial side of the advisor and the systematic, methodical brain of their administrative assistant
Having more time to focus on the important  stuff — client appointments, selling, marketing strategies and relationships—and less time on the headaches of running your practice is one of the keys to building your 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 producer 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 a top producer’s office pre-qualifies prospects and keeps the calendar filled with revenue-generating appointments
  • A step-by-step process designed to establish an effective referral program that generates personal introductions year after year
  • The methods for creating systems and procedures that run the office so producers can focus on building relationships and closing business
  • How to keep producers “on track” and focused on their most profitable tasks and opportunities
  • A variety of company structure designs and when and whom to hire as the practice grows
  • How to fully implement and leverage your client database so it generates what you need when you need it
  • How to create the “WOW experience” for your valued clients
  • How to manage multiple offices and maximize your team’s efficiency
  • What “D.I.P.” is, how to do it and why it is an invaluable resource to the success of the practice
  • How to effectively run weekly team meetings that position your practice for success all week long
  • How to implement detailed reporting on profitability, event ROI and much more!

Where you and your staff invest your time will ultimately determine your success. Don’t miss this opportunity to position your 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.



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