Before we wrap up for the holiday break, we decided to cozy up in our Christmas jammies and enjoy some hot cocoa together! Moments like these remind us of the importance of connection, laughter, and creating a positive team culture—because a happy team means even happier clients! How are you celebrating the holidays with your team? Share your festive traditions with us below! #TeamCulture
The Admin Effect
Financial Services
Cornelius, NC 1,563 followers
Turning your NIGOs into IGOs™ | Documenting Processes. Expanding Capabilities. Driving Revenue.
About us
At The Admin Effect®, we are dedicated to empowering and uplifting professionals working in the financial services industry. Our community provides resources, tools, and a powerful mindset shift to help your team drive explosive results. With our team of highly trained industry experts, we'll help take your business to greater heights. Join our community today and see how we can help take your team to the next level!
- Website
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http://www.theadmineffect.com
External link for The Admin Effect
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cornelius, NC
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
Cornelius, NC 28031, US
Employees at The Admin Effect
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Stephanie Tucker
Account Executive at The Admin Effect
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Katelyn Kucharo
Founder & CEO at The Admin Effect | Empowering Financial Professionals to Succeed
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Jon Graham
Chief Financial Officer at THE Admin Effect . Adjunct Faculty [ MHA ] at Queens University of Charlotte Retired - CFO/VP Ops at ECU Health…
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Heather Bunja
Account Executive @ The Admin Effect™ | NAILBA Certified Case Manager
Updates
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We're thrilled to announce our newest service: professional headshots! Headshots will be taken by our very own Studio Kay Photography. Having a polished and professional headshot is a must for making a great first impression, whether it’s for LinkedIn, your company’s website, or marketing materials. And now, we’re here to help you and your team stand out. Here’s what we’re offering: 📸 Team Discounts: Perfect for companies looking to refresh their team’s online presence. 📸 Headshot Mini Day: Join us for our inaugural Headshot Day on January 11th at our Cornelius office! This is a fantastic opportunity to update your professional image in a quick and convenient session. Spots will fill up fast, so don’t wait to reserve yours! We can’t wait to see you looking your best. Let’s start 2025 with a fresh look! #ProfessionalHeadshots #HeadshotDay
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Christine Michalek, one of our incredible Team Leads, puts it best: "Anticipating client needs and being proactive is the best way to stay ahead." But why is this so important? When you take a proactive approach, you build trust. Clients feel seen, understood, and valued. It creates an experience where they know you're not just solving problems—you're preventing them. Proactivity is the bridge between good service and exceptional service. It fosters stronger partnerships and positions you as a trusted advisor, not just a provider. Christine and the entire team consistently think two steps ahead so our clients can focus on what they do best—confident that we’ve got their back. How do you stay proactive for your clients? Drop your strategies below! #ClientSuccess #ProactiveLeadership #Operations
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Every week in our community, we ask one simple question: What’s your win of the week? The answers we see are always inspiring—big wins, small wins, and everything in between. From “pushing that policy through” to “hitting a marketing milestone,” it’s a reminder that progress comes in all forms. Wins aren’t just about the finish line. They’re about the effort, the persistence, and the moments where we choose to show up and push forward. So here’s our challenge to you this week: ☑️ Make the call. ☑️ Send the email. ☑️ Move the needle. Because sometimes, a win is just one small step away. What’s your motivation for the week?
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We’re always looking for new ways to support and empower professionals like you. That’s why we’re thrilled to announce that we’ll be launching a brand-new offering next week! 💡 Here’s a hint: it’s all about capturing your best self and putting your professionalism in focus. More details coming next week – we can’t wait to share them with you!
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We’re committed to equipping your team with the tools and expertise needed to excel. Whether you prefer the energy of in-person training or the flexibility of virtual sessions, we tailor our programs to meet your unique needs. This week, we had the pleasure of hosting an in-office annuity new business training, and the results were phenomenal! From boosting confidence to streamlining processes, our training sessions are designed to empower teams and drive results. 🌟 Let us help you take your operations to the next level! Ready to get started? Contact us today to schedule your training. #Operations #AdvisorTraining #InPersonTraining #VirtualTraining
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With the holidays quickly approaching, it’s time to make sure your visuals are on point! We know this time of year can be hectic, which is why we’ve been hard at work creating grab-n-go graphics exclusively for our community platform. Whether you’re looking for festive content to brighten up your emails or social posts, we’ve got you covered. Let us handle the creative work so you can focus on what matters most this season. 🎁✨ Comment below to check out our free downloadable graphics today! #FinancialServices #CreativeSupport #HolidayPrep
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As the year winds down, we’ve been reflecting on the big moments for our team. Kaylee Shorts recently had the opportunity to interview our amazing Account Executive, Isabella Cursio, about a big win for this quarter. Her answer was simple but impactful: "Building relationships with carriers." This is one of the things that sets us apart. While many virtual assistant services focus on task completion, we go deeper by forging meaningful connections with the carriers we work with. These relationships aren’t just transactional—they’re partnerships built on trust, understanding, and a shared commitment to excellence! By cultivating these bonds, we ensure smoother processes, faster resolutions, and an overall elevated experience for the advisors and clients we support. This approach enables us to deliver solutions that truly make an impact, going beyond what typical virtual assistant services offer. Isabella’s success is a testament to the values we uphold: dedication to relationships, a proactive mindset, and a passion for collaboration. 🌟 #FinancialServices #Operations
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Our exclusive online community designed specifically for financial professionals like you! Here’s what you can look forward to: -Access to exclusive tools and resources to elevate your operations -Direct engagement with our team for insights and support -Opportunities to collaborate with peers, share strategies, and tackle challenges together This community is more than just a space – it’s a movement toward operational excellence and shared success. And we want YOU to be part of it! 📩 Drop a comment below or message us to join today. #FinancialServices #Community
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There are so many great things happening in the office this week! We believe in celebrating every victory—big or small. Wins fuel progress, boost morale, and remind us why we do what we do! We shared some of ours in this week’s video. Now, it's your turn! Drop a comment and tell us: What’s one win you had this week?