Katelyn Graham, founder and CEO of The Admin Effect, joined us to share how her Cornelius-based firm is transforming back-office operations for financial advisors nationwide. From navigating compliance and streamlining systems to empowering support staff through in-person training, Katelyn’s mission is to help firms run more efficiently—turning operations from a cost into a competitive advantage.

Learn more or book a call at theadmineffect.com
Catch the full conversation by downloading the WSIC app: https://wsicnews.com/app-download