329: Katelyn Graham - The Admin Effect
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329: Katelyn Graham - The Admin Effect
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Sobre este áudio
In this episode of The Best of LKN, Jeff welcomes Katelyn Graham, founder and CEO of The Admin Effect, a Cornelius-based firm serving independent financial advisors nationwide. Katelyn shares her journey from broadcasting to financial services, and how a life-changing experience inspired her to launch her own agency.
She explains how The Admin Effect supports advisors with virtual operations, team training, and consulting—helping firms streamline processes, scale with confidence, and better serve their clients.
Katelyn also dives into leadership lessons, hiring the right people, and the importance of listening to clients.
The conversation touches on entrepreneurship, niche business models, and life in the Lake Norman area.
Katelyn's story offers valuable takeaways for business owners, financial advisors, and anyone interested in scaling a service-based company.
The Admin Effect
Book mentioned:
Who Not How
by Dan Sullivan
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