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Ep35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan
Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff?
Lorraine Nolan joins us to teach us why administrative and operational excellence is vital to running a great business.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
How to use process to create efficiencies and profitability for in your Advisory business
Early in my career, I did a program called Disney University, which looked at how Disney runs their companies and parks. They teach you about the front end vs. backstage. The front end is the fun part, what customers and clients see. But then there’s backstage, and that’s what makes everything happen!
We often talk about the front stage, but not backstage. Administrative and Operational Excellence is so vital to the running of a great business. Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff? Administration, paperwork, scheduling, efficiency and technology all keep the business moving when people aren’t noticing.
Our guest today to talk about that is Lorraine Nolan, who helps businesses streamline their administration with the whole team. With 35 years of experience in the Financial Services industry, Lorraine has held many different roles.
She’s worked in back office administration, worked closely with clients, and managed a team of employees. She has developed extensive experience and knowledge relating to growing and managing the operations of Advisor offices including acquisitions and Advisor transitions to retirement.
Her process driven approach has been instrumental in creating and building efficiencies and profitability for Advisor run businesses. Lorraine is able to utilize her experience to provide Advisors and their Teams with the strategies they need to drive results.
Learn more about Lorraine at http://mavenalliance.ca
What do YOU do to make sure the backstage of your business is running smoothly? I’d love to chat with YOU about it and learn more about you and your business! Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me using the form to the right.
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Ep35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan
