Client Success

Gina Rainey was instrumental in helping us conquer the chaos by bringing clarity, focus, and a solid foundation for us to scale our business. Her honest and direct feedback improved our team and helped us remove barriers that were stopping us from growing.”

Ryan Thacker, CEO of BOSS Retirement Solutions & Advisors

She has an incredible ability to look at challenges from different angles and uncover solutions that make us more efficient and effective. Her insights have streamlined processes, reduced wasted effort, and helped us operate with greater clarity. If you want someone who can step back, see the bigger picture, and then create practical strategies to improve your business, Gina is the one.”

Jordan Schwartz, Strategic Wealth Designers

Gina Rainey has been crucial in the growth of Johnson Brunetti. She helped us restructure our business after the buyout of my co-founder. She coached our employees to become more impactful to the culture and the bottom line of the business. Most importantly she was able to give me better insight into my strengths while helping me focus on developing a leadership team that could take some of the stressful responsibilities off of my plate.”

Joel Johnson, Managing Partner of Johnson Brunetti

We have had the privilege of working with Gina Rainey for over 15 years, and we can confidently say she has been instrumental in the growth and success of our company. She is incredibly smart, business-savvy, and has a rare talent for coming in, assessing what needs to be done, and creating effective processes that get results. Her guidance has helped us establish structure, improve our operations, and stay focused on what truly matters. We are better because of Gina Rainey.”

Stephanie Fullerton, President and Co-Founder of Fullerton Financial Planning

I started working with Gina Rainey when my team and I were maybe doing $80M a year in new assets. I could not work any harder or longer but I wanted to grow. Although I didn’t really know how to do it. Gina showed me a path and guided me along that path. She taught me to focus on scale. She taught me to focus on systems. She taught me to focus on metrics. I was a one man producer shop that had several employees so I had resources but no real focus on growing sales. Gina and her team have not only worked with me but also each key member of my team. She introduced me to creating my sales system and even naming it! I now have 3 sales reps utilizing the “More than Just Money” sales process and we will produce over $150M in sales this year!”

Jason LaBarge, President of LaBarge Financial

Before Gina, we were spinning our wheels, unsure of how to connect all the moving parts. With her guidance, we now have a streamlined structure, duplicable processes and documented procedures. We truly couldn’t have done it without her!”

Carrie Stahl, CEO of 210 Financial

“I have worked with Gina Rainey for the past 2 decades and have been impressed with her operational and consulting skills. She is knowledgeable, professional, and an absolute expert in the financial services industry!”

Brian Raleigh, President of Raleigh Wealth Solutions

Working with Tony and Gina through the AE Exchange program has been transformative for our business, and myself personally. There was a moment where my business partner and I looked at each other and we said “we’re in”! Their proven process, combined with their depth of experience, delivers clarity, confidence, and results. We’re looking forward to coaching and helping navigate changes with less stress. It’s also opened our eyes to new opportunities for growth we wouldn’t have found on our own.”

Amanda Czosek, Owner of Guardian Wealth Advisory Group

Working with Gina as a business coach was transformative for my business, thanks to her depth of experience and insightful guidance. Her quick responsiveness and tailored advice made a significant impact, helping me navigate challenges with confidence. She has insights into our industry that I have not experienced with anyone else.”

Kyle O’Dell, CEO of EdgeRock

Their expertise and experience offer valuable insights, support, and clarity, paving a path for success and significantly reducing stress as necessary changes are made. Knowing there is a proven process & mentors to guide us has been a game changer!”

Gayle Williams Meeks, Co-Founder Interlinc Financial Advisors

She knows the financial industry inside and out-every challenge, every opportunity, and exactly how to move the needle. She’s guided me through the toughest leadership decisions: hiring the right people, letting go when necessary, restructuring roles, and building clear, effective systems. Every session is filled with actionable steps that actually work-not fluff, not theory-real strategies that help you grow, scale, and run a business you love. But beyond the results, she’s been a steady, trusted friend through every high and low. She’s not just the best coach I’ve ever worked with-she’s the best in the industry, and I’m beyond grateful for the transformation she’s brought to my business and my life.”

Alicia Lewis, Layman Lewis Financial Group

For over fifteen years, my wife and I have had the privilege of working closely with Gina Rainey, and her guidance has been nothing short of transformative. Her deep expertise and unwavering commitment to excellence have helped shape our firm’s trajectory from a modest startup into a well-structured, compliant, and client focused registered investment advisory practice. Her strategic insight and ability to distill complex challenges into accountable solutions have made her an indispensable part of our journey. 

Her support has gone beyond technical expertise; she has been a trusted sounding board, a catalyst for innovation, and a steady hand during times of change. We wholeheartedly recommend her to any organization seeking not just a consultant, but a true partner in building a thriving, values-driven business. 

Pete A. Lang, President of Lang Capital

I started working with Gina soon after COVID, when so many things were changing. Through the years, I’ve found her to be willing to call out the hard things that I might have wanted to leave alone.

Because of her vast experience, she’s able to see where you are and what you need to be thinking about to be successful in the next phase of your business. That doesn’t mean that it’s always a fun conversation, but it’s one that you can trust is coming from her desire for you to be successful.”

Tom Black, President of The Retirement Solution

She understands the unique challenges of running a fiduciary focused, client centric business in a highly regulated and competitive environment. From optimizing operational workflows to refining our client acquisition strategy, she delivered insights that were both unique and immediately actionable. What makes Gina truly exceptional is her ability to blend strategic thinking with practical execution. She doesn’t offer cookie-cutter solutions but rather takes the time to understand your firm’s goals, culture, and clients and builds strategies tailored to your vision. Her deep understanding of advisory firm dynamics—from compliance to client retention—sets her apart. If you’re an RIA or independent advisor looking to elevate your business and improve efficiency and scalability, Gina Rainey is the partner you want on your side."

David Nicholas, President of Nicholas Wealth

Tony and Gina provided foundational direction on how to improve the efficiency of my financial firm, enhance our client service, and refine our marketing strategies so we can grow toward our 3-, 5-, and 10-year goals.

One of the most valuable aspects has been the regular coaching sessions and the chance to be part of a community of like-minded advisors from across the country. This environment has given me the confidence to take steady, incremental steps that have already proven profitable—moves that are improving the quality of our service, increasing client satisfaction, and creating more freedom within my practice.

The program also gives me the chance to build real relationships with other advisors, celebrate our wins together, and learn from their experiences. I’ve gained immediate, practical feedback on both marketing ideas and business management decisions, along with insight into key benchmarks and financial strategies that will help drive my firm’s long-term profitability.”

Devin R. Peterson, President of Brighter Retirement

I’ve been working with Gina Rainey for the past two years, and the impact she’s had on my business is nothing short of transformational. When we first started, I had three employees, no real system to track sales, lead quality, or marketing ROI — we were basically putting out fires and running on instinct.

Gina helped implement our CRM, ran weekly calendar reviews, set up employee check-ins, and built a process that created accountability, clarity, and scalability. Her ability to cut through the noise, understand my business (and the financial advisory world in general), and deliver actionable solutions is second to none. She’s friendly, direct, and people instantly respect her —she doesn’t waste time, and she doesn’t let you either.

If you’re a financial or retirement planning firm that’s already doing well but ready to break through to the next level — and you’re not afraid to move fast — Gina is the one to call. Talent will only get you so far without systems. I’m still working with her and will continue to as long as she’ll have me.”

Mark Rowlette, President of South Shore Retirement Services

WOW. There is not enough room to tell you how fantastic this lady is. If you are looking for a coach for your business that will tell you what you need to hear and not “Sugar coat” it Gina Rainey is the one. She has helped us in so many ways from operational, personal and advisors.

We have been Gina for 10 plus years and every time we meet by zoom, call and yes sometimes in person she has had the exact “Gold nugget “ we needed right then. Now if you are not prepared to make changes then she is not the one for you, but if you are serious about growing your business Gina is the one to work with.

When we started working with Gina there were 5 or 6 people in the office and now we have 14. Gina is not just our Coach but are friend and we feel so honored and Blessed that she became a valuable part of our life.”

David Blackston, CEO of Blackston Financial Advisory Group

Gina helps cut through the heaviness of "office stuff" with clarity and vision, which has been a game-changer for me and my team. Too often, coaches can be divisive, siding with either the owner (one vision) or with the team (another vision). Gina is an absolute rock star at getting everyone in the same direction, on the same page and marching to the same drum. . . Even if there are 15 different personalities that need to be managed!”

Chris Hobart, CEO of Hobart Wealth

Working with Gina helped us to clarify our vision and put it into workable action items. She was a consistent sounding board with objective insight that helped us to make better decisions to grow and scale our company. We have immense respect for her as a person and a deep appreciation for what she helped us to achieve."

Mikayla Raleigh, Wealth Advisor at Raleigh Wealth Solutions

Dealing with people and personalities is such a big part of building a successful culture, and she helped me make sense of the challenges, understand motivations, and prioritize my efforts. She challenged my thinking, sharpened my focus, and helped me lead with greater clarity and impact.”

Marshall Johnson, Vice President of Howard Bailey Financial

Our firm has worked with Gina for 15+ years, and she has continuously challenged us to recognize our value as business owners helping us surround ourselves with a like-minded team. Her assistance was paramount during the unexpected passing of our friend and business partner.”

Jon Torbet, Senior Partner Centennial Wealth Advisory