Built from 13+ years of hands-on financial services experience—because when your admin levels up, your whole business does.
This course gives you the skills and systems to move from overwhelmed to outstanding.
- Show up with confidence every day
- Anticipate needs like a true partner
- Deliver 5-star service that makes an impact
It's not a lack of effort; it's a lack of training.
Sound familiar? You're not alone...
I hear it all the time: Advisors love their admins but keep hitting the same wall. They’re reliable, hardworking, and want to do well – but something’s missing. Follow-through. Consistency. A polished, professional presence.
It’s not a lack of effort; it’s a lack of training. And that’s why I created 5-Star Service – because admins shouldn’t have to guess, and advisors shouldn’t have to train from scratch.
This is the first, and only, training program like it for admins of financial advisors.
It’s not fluff. It’s not theory.
It's practical, proven training that heips you show up as a trusted, high-level partner.
The 5-Star Service training program is practical, field-tested, and made for the day-to-day reality of running a financial practice.
Your admin won’t just be capable – they’ll be confident, proactive, and equipped to handle whatever comes their way.
Whether you’re investing in a new hire or developing the right-hand support you already have, this course bridges the gap between potential and high performance.
Mastering
Etiquette
professionalism, and confidence.
Accuracy
That
Builds Trust
Anticipation
In
Action
Learn to think ahead, solve problems before they arise, and become an indispensable partner.
Course Curriculum Preview
Mastering Etiquette:
Elevate Your Professional Impact
Lesson 1: The Foundation of Professional Etiquette
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Honesty: Building Trust Through Transparency
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Respect: Honoring Time, Space, and Perspectives
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Consideration: Thinking Ahead to Improve Interactions
Lesson 2: The Etiquette of Professional Communication
The Golden Rule
Giving and Receiving Tough Feedback with Grace
Choosing the Right Method for Your Message
What to Say (and What to Avoid) in Conversations
Lesson 3: Etiquette in a Virtual World
Making a Positive Impression Every Time you Write
Common Writing Mistakes and How to Correct Them
Handling Difficult Situations in Written Communication
Virtual Meetings: How Your Etiquette Shapes Perception
Remote Work Etiquette: The Do’s and Don’ts
Lesson 4: Turning Etiquette into Exceptional Client Care
The Secret Ingredient Behind Great Client Experiences
The Power of Presence
Peanut Butter Story
Lesson 5: The Etiquette of Compliance, Ethics, and Handling Difficult Client Situations
Understanding Compliance and the U4
Confidentiality Is Non-Negotiable
Handling Upset Clients and Difficult Conversations
Accuracy That Builds Trust:
How to Get It Right Every Time
Lesson 1: Accuracy Isn’t Optional - It’s the Job
The Power of Precision
Your Accuracy Action Plan
Trust, but Verify: Working with Third Parties
Lesson 2: The FIND Framework for Accuracy
Lesson 3: Attention to Detail Is a Superpower
What Being Detail-Oriented Really Means
Systems for Catching Mistakes Before They Go Out
Lesson 4: Following the Process and Owning Your Work
Organization Systems: Your Secret Weapon
Why Following Through Matters
Anticipation in Action:
Leading from the Seat You’re In
Lesson 1: Anticipating Needs - How the Future Dictates the Present
Thinking Ahead: The Key to High-Level Client Service
For Advisors: Stay in Sync with Their Work Rhythm
Lesson 2: Adaptability - Your Competitive Advantage
Lesson 3: Resourcefulness - Solutions Over Excuses
Lesson 4: Practicing Proactive Service
Proactive vs. Reactive: The Service Mindset Shift
Creating Your “Second Brain”
Here’s what you’ll get when you enroll…
Lifetime Access
Step-by-Step Training Videos
Interactive Workbook
8 Specialized Resources & Tools
- Advisor Needs Questionnaire
- Client Experience Tracker - Blank Template
- Email Etiquette Checklist
- FIND Framework Quick Reference
- Guide to Developing and Implementing SOPs
- Hospitality Cheat Sheet
- SOP Builder - Blank Template
- Top 5 SOPs Every Financial Practice Must Have Checklist
Over $1,416 worth of training and tools…
ALL yours for just
$297
Lifetime access. One-time payment.
Hi, I’m Mariah.
I’ve spent the last 13 years in the financial services industry, working with every level of financial planning practice you can think of. And I’ve probably encountered every different type of financial advisor along the way!
But one thing has always remained the same: No matter where I was, there was a huge gap in training and resources for admins and operations professionals.
This job isn’t about pushing paper, and I had to figure that out the hard way: through trial and error, being gritty and resourceful, and being humbled by mentors and colleagues who’d been around the block a few more times than me (ouch!).
That’s why I created 5-Star Service. It’s the training I wish I’d had from day one – and honestly, even five years in!
Built from real-world experience, 5-Star Service has one goal: to help admins become the most successful they can be. It’s filled with practical applications, life lessons, and insights gathered from years of hands-on work.
Above all, my mantra guides every part of this program: “Leave your ego behind and lead with a servant’s heart.”
That’s the key to not just doing your job but truly excelling at it. Great admins don’t just support—they lead from behind the scenes.
Imagine your practice running like a well-oiled machine ...
When you show up with skill, confidence, and heart-everything changes
You start your day by walking to your favorite coffee shop.
While in line to order, you strike up a conversation with a fellow business owner who happens to be looking for a financial advisor. As you explain your approach to financial planning, an urgent client email pops up on your phone.
Just as you’re about to set everything aside to respond, you see a second notification - your admin has already handled it with professionalism and grace.