The Admin Effect

One of the most rewarding parts of our training sessions is creating an environment where every participant feels engaged, supported, and challenged—no matter their experience level. Here’s what one recent attendee had to say: "What truly stood out was the atmosphere. It felt like a close-knit, university-style environment, where the instructors delivered tailored insights that met the unique needs of each participant. With a diverse range of experience levels in the room, from beginners to seasoned professionals, Katelyn and her team struck a perfect balance, offering valuable insights, interactive elements, and group discussions that kept the class both engaging and informative." We love hearing this kind of feedback! Our goal is always to provide high-value training that equips teams with the tools they need to succeed. If you're looking for a training experience that blends strategy, collaboration, and real-world application, we’d love to connect! #Training #ProfessionalDevelopment #Leadership #TheAdminEffect

We’re thrilled to spotlight one of our incredible team members, Isabella Cursio, who has been a valued part of our team for over a year! In this video, Isabella shares her journey—from meeting our Founder & CEO, Katelyn Graham, at a conference in Cleveland, OH, to joining our team and thriving as an Account Executive. It’s a perfect example of how the right connections can lead to incredible opportunities. The relationships we build through networking are so much more than just exchanging business cards—they open doors to new possibilities, partnerships, and growth. Isabella’s story reminds us that networking is not just about the event, but about staying in touch, nurturing relationships, and finding the perfect fit for both sides. It’s these meaningful connections that help shape our team and drive our success! #Networking #TeamSuccess #FinancialServices #TheAdminEffect

While you’re busy building your business, we’re busy building the support you need! We handle the heavy lifting so you can focus on what you do best—growing your business. Let us take care of the details, so you can take care of your clients. Ready to focus on what matters most while we handle the rest? Book a call with us today! ?? #BusinessGrowth #AdvisorSupport #FinancialServices #Operations #WeDoTheWork #TheAdminEffect

Luck is what happens when preparation meets opportunity—and we believe in creating our own luck every day!?? Success comes from strategy, dedication, and the right team behind you. That’s where we shine. From behind-the-scenes support to game-changing solutions, we help businesses turn opportunities into wins! Wishing you a St. Patrick’s Day filled with good fortune, great partnerships, and plenty of green! #StPatricksDay #FinancialServices #TheAdminEffect

Feet up, stress down—that’s the kind of Friday we believe in! But we know that for many advisors, business owners, and teams, Fridays can feel more like a race to catch up than a time to unwind. That’s where we come in. We do the work—so you don’t have to! From back-office support to marketing and client management, we handle the details that keep your business running smoothly. So go ahead, kick back and relax. We’ve got this—let’s chat about how we can make this your reality! #WeDoTheWork #Operations #FinancialServices #TheAdminEffect

This week, we’re excited to have Isabella Cursio in the office with us! While remote work gives us flexibility, there’s nothing like coming together in person to collaborate, connect, and grow. We’re always learning—whether it’s sharpening our skills, refining our processes, or strengthening our culture. Having our remote team members visit gives us the perfect opportunity to train together, share ideas, and continue building the powerhouse team that makes TAE so impactful! Investing in our people means investing in our future, and we’re here for it! Who else loves when their remote teammates visit? Let us know in the comments! ?? #TheAdminEffect #ProfessionalGrowth #CultureMatters #FinancialServices

On this International Women’s Day, we are beyond grateful to have an incredible team of strong, talented, and dedicated women ?? From leadership to execution, our team is made up of women who innovate, inspire, and elevate everything we do. Their passion, expertise, and commitment make an impact every single day—not just in our company, but in the lives of the clients and businesses we serve. Tag a woman who inspires you & let’s keep uplifting each other! #InternationalWomensDay #EmpoweredWomenEmpowerWomen

We know one thing for sure—our success isn’t just about strategy or systems; it’s about our people! As the quote says, "The success of an organization is directly tied to the quality of its workforce." And WOW—are we lucky to have the absolute best! Our team’s dedication, talent, and passion make all the difference, and we couldn’t be more grateful. So today, we celebrate our team—the heart of TAE! ?? Thank you for everything you do to make this company thrive. Show your appreciation for this amazing team in the comments! ?? #EmployeeAppreciationDay #SuccessStartsWithPeople

We’re honored to be featured on The Founder's Chair website as a standout company after attending their inaugural event in Dallas ?? This experience gave us invaluable insights, connections, and now, recognition for the impact we are making in the industry. We’re grateful for the opportunity to showcase how we help advisors scale and streamline their businesses—allowing them to focus on what matters most. A huge thank you to the team behind this incredible opportunity for believing in our mission and featuring us alongside other game-changing companies! Check out the full article here: https://lnkd.in/gu_Q8Bgx #FoundersChair #Innovation #BusinessGrowth #Entrepreneurship

"Great marketing isn’t about selling—it’s about storytelling, connection, and trust. It’s the art of showing your audience that you understand their challenges, have the solution they need, and are the partner they can rely on. The brands that win aren’t the loudest or the flashiest—they’re the ones that create value, spark emotion, and build relationships that turn into lifelong loyalty." We don’t just “do marketing”—we craft strategic messaging that resonates, builds trust, and positions you as the go-to expert in your space. From compelling content to targeted campaigns, we help businesses like yours cut through the noise and connect with the right audience. Need marketing support that moves the needle? Let’s create a strategy that not only attracts but retains clients. Because your brand isn’t just what you sell—it’s the story you tell! DM us to learn how we can elevate your marketing today! #MarketingSupport #FinancialServices #BrandStrategy #MarketingThatWorks