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 RIA firm recently lost its operations manager and was facing rising operational costs, especially in managing the Orion Advisor Tech suite. They needed a cost-effective way to streamline operations without compromising client service.
Challenge
The firm was under pressure to reduce costs related to maintaining in-house staff for managing software, particularly Orion’s Eclipse trading platform, reporting, and CRM systems. They wanted to stay focused on their core business—advising clients and managing portfolios—without being bogged down by tech management.
Solution
Lisa Valentine Consulting stepped in to manage their Orion software suite, providing:
- Data Reporting: Streamlining for accuracy and efficiency.
- Billing Management: Reducing errors and improving timeliness.
- Transaction Reconciliation: Ensuring precise, accurate record-keeping.
- Software Integrations: Managing updates and reducing downtime.
Results
- Cost Savings: Reduced expenses from full-time staff.
- Focus: More time for advisors to engage with clients, boosting satisfaction and AUM.
- Expert Support: Quick resolution of software issues, preventing costly delays.
- Scalability: Flexibility to adjust staffing needs based on workload.
Conclusion
By outsourcing their Orion software management, the firm cut costs, streamlined operations, and focused on delivering top-notch financial advice. Lisa Valentine Consulting provided expert, flexible solutions that enhanced their efficiency and growth.
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 |
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.