The Admin Collective’s

5-Star Service Training Program

Be the first to know when enrollment opens and secure your spot!

The ultimate training program for financial admins is almost here. Transform your admin into your secret weapon for business success - without micromanaging or constant oversight.

Here’s what you’ll get when you enroll…

✅ Lifetime Access to the 5-Star Service Training Framework
Go from task-taker to indispensable team member with a professional edge that stands out in the financial services industry.

✅ Step-by-Step Training Videos
Clear, engaging lessons with thoughtfully designed slides and personal insights from our founder — no fluff, just actionable guidance.

✅ An Interactive Workbook
Designed to help apply the lessons with recaps, practical application tips, quick references, and reflection prompts.

✅ 7 Specialized Templates & Checklists
Real tools to use every day to elevate your service and streamline your workflows:

  • Ideal Client Experience Spreadsheet Template

  • Email Etiquette Checklist

  • Hospitality Cheat Sheet

  • Advisor Needs Questionnaire

  • Top 5 SOPs Every Financial Practice Must Have

  • Build-Your-Own SOP Template

  • FIND Framework Quick Reference