Who We Are
Lisa Valentine, Founder and CEO
Lisa Valentine has worked in the Financial Services Industry since 1999 and has been a strategic consultant since 2012.
Lisa specializes in assisting firms with their Orion Advisor Tech, from conversion and implementation, to data analysis and best practices. Lisa is also available for singular, Orion-related projects.
She began her career as a Margin Specialist with J.C. Bradford & Co., a Nashville, TN based brokerage firm, and went on to join a Registered Investment Advisor, where she stayed for 8 years and held the position of Portfolio Operations Manager.
Lisa holds a B.S. Degree (magna cum laude) from Middle Tennessee State University.
Candy Chrisman, President
Candy has worked in the Financial Services Industry since 1987 and has been a strategic consultant with Lisa Valentine Consulting since 2021.
Candy assists firms with their Orion Advisor Tech conversions, Redtail set up, Compliance tools, Ongoing Maintenance, Billing, and Reporting. She also trains firm personnel with an emphasis on best practices and improving efficiency.
Candy began her career in banking and most recently held the title of Head of Operations and CCO at an RIA in Memphis, TN where she stayed for 22 years.
Orion Advisor Tech Consultants
At Lisa Valentine Consulting, our team of consultants brings decades of experience in delivering tailored Orion Advisor Tech solutions. Our experts have a deep understanding of the complexities and nuances of the financial services industry, and they leverage their extensive knowledge to help Registered Investment Advisors (RIAs) optimize their operations. With a proven track record of solving the toughest challenges, our consultants are dedicated to ensuring that our clients fully harness the power of Orion Advisor Tech to achieve their business goals and exceed client expectations.
Our team of consultants are recognized by Orion as a trusted, go-to resource to efficiently and quickly solve the hardest problems with Orion Advisor Tech implementations and operational execution, ensuring seamless integration, optimized performance, and tailored solutions that drive client success.
What We Do
Project-Based Services
- Orion Conversions & Implementations
- Orion-Related Projects: Manage and execute specialized projects related to Orion Advisor Tech to drive your firm's success.
- Eclipse Implementation & Support: Deliver expert implementation for Orion's Eclipse trading platform, as well as establishing workflows, performing deep dive problem solving, and consulting on best practices for using the powerful Eclipse program.
- Custom Reporting Solutions: Create tailored reports to meet your specific business requirements.
- Redtail CRM Setup: Assist with and support Redtail CRM implementation, including customized workflows, activities, and note templates.
- Workflow Documentation: Develop customized workflows to establish business continuity and standardize procedures within your firm.
- MCL Creation: Assist in creating your MCL to optimize portfolio management.
- Tailored Database Configuration: Ensure your database is configured to best align with your firm's unique needs and objectives.
Ongoing Support
- Outsourced Operations Management: Act as your outsourced operations management team, handling all aspects of your Orion software solutions.
- Ongoing Support & Maintenance: Offer continuous support for reporting, billing, and advisor needs, ensuring your operations run smoothly.
- Training & Development: Provide training for both new and existing personnel to ensure optimal use of Orion's tools and features.
Problem Solving & Optimization
- Process Optimization: Analyze and enhance existing procedures to streamline billing, reporting, and overall operational efficiency.
- Comprehensive Data Analysis: Provide detailed analysis of transactions, billing, and performance metrics to support informed decision-making.
- Act as Your Liaison with Orion: Serve as the intermediary between your firm and Orion Advisor Tech to ensure seamless communication and implementation.
Questions We Will Ask
- What are the main pain points you are facing with your operations software suite?
- What are your top priorities for leveraging your operations software suite in the next year?
- How do you define success when it comes to your firm's use of technology?
- What features or functionalities of your operations software suite do your clients ask for that you struggle to implement?
Our Goal
Our goal at Lisa Valentine Consulting is to enhance your portfolio accounting capabilities and empower your firm with the right tools, data, and insights to not only meet but exceed the expectations of your management and clients. By leveraging the full potential of Orion Advisor Tech's comprehensive suite of cloud-based solutions, we will help you drive your business growth and maximize revenue, ensuring that your firm stays ahead in an ever-evolving financial landscape.
Testimonials
Randy Lambert, COO, Orion Advisor Tech
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is one of Orion’s go-to consultants. She has been brought in on over 50 projects, some of them Orion’s most complex. And after 8 years of partnership, Orion knows she will deliver and help clients cross the finish line.
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is an exceptional professional that gets the job done. She has an abundance of experience, knowledge, and capabilities. Her project management skills are top notch. I have engaged her services numerous times. I would hire Valentine anytime. She is a lifesaver!
Kris Bentzen, President, Paradigm Strategies in Wealth Management
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Kris Bentzen, President, Paradigm Strategies in Wealth Management
Lisa was an invaluable resource when we did our onboarding with Orion, and her consulting firm has been amazing to work with for Ongoing Support over the last several years.
Case Study
Cutting Costs and Enhancing Efficiency
Client Overview
A mid-sized Registered Investment Advisor (RIA) firm recently lost their operations manager. They reached out to us to inquire if we knew any potential candidates for the position. During our discussions, we also discovered that this RIA was struggling with rising operational costs, particularly those associated with maintaining a full-time in-house team to manage their business software, including the Orion Advisor Tech suite. The firm recognized the need to streamline operations without compromising the quality of service provided to its clients.
Challenge
The RIA firm was under increasing pressure to improve its bottom line. With salaries, benefits, and overhead costs continuing to rise, they needed a cost-effective solution to manage their software suite, particularly Orion’s Eclipse trading platform, reporting modules, and CRM systems. Additionally, the firm wanted to maintain its focus on core competencies—providing financial advice and managing portfolios—without being overwhelmed by the complexities and expertise required to manage their software.
Solution
After further discussions, the firm engaged Lisa Valentine Consulting to outsource the management of their Orion Advisor Tech suite. Our team of expert consultants now provides the following services:
- Data Reporting: Streamlining the firm's data reporting processes to ensure accuracy and efficiency.
- Billing Management: Taking over billing operations, reducing errors, and enhancing the timeliness of invoices.
- Transaction Reconciliation: Providing precise reconciliation services to ensure all transactions are accurately recorded and matched.
- Software Integrations: Managing all new software integrations, reducing downtime and improving overall system performance.
Results
By outsourcing these key operational tasks, the RIA firm experienced several significant benefits:
- Cost Reduction: The firm significantly reduced their fixed expenses associated with full-time staff, including salaries, benefits, and office overhead.
- Improved Focus on Core Competencies: With non-core tasks outsourced, the firm's advisors were able to dedicate more time to client-facing activities, resulting in increased client satisfaction and growth in assets under management (AUM).
- Expertise on Demand: The firm benefited from the specialized knowledge of Lisa Valentine Consulting, which enabled quick resolution of complex software issues, such as data inconsistencies, and prevented costly operational delays.
- Scalability: The firm was able to scale its operations seamlessly, engaging consultants as needed to manage fluctuating workloads without the risk of overstaffing or understaffing.
Conclusion
Outsourcing the management of the Orion Advisor Tech suite allowed the RIA firm to reduce operational costs, streamline business processes, and focus on what they do best—providing exceptional financial advice. Lisa Valentine Consulting provided flexible, expert-driven solutions that not only enhanced operational efficiency but also contributed to the firm’s overall growth and profitability.
Contact Us Below or at info@lisavalentineconsulting.com
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.
Lisa Valentine Consulting
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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