Your Partners
in Growth

Helping You Optimize Revenue Streams, Increase Profitability, Streamline Processes, and More

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Premium Consulting Services

for Financial Advisors

At Maven Alliance, we help Financial Advisors create and implement effective strategies that will help them drive their business to the next level. With extensive industry knowledge, we identify goals and objectives and guide them through the necessary steps to achieve them. 

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Years of Experience

With over 35 years of experience, we improve your efficiencies in executing the right operational solutions and building a solid business foundation. We take a customer-centric approach to your business, with first-hand experience working in the financial industry. We work alongside our Advisors and their team to achieve extraordinary results.

Optimize Revenue Plans

We have supported financial advisors through book purchases and helped create efficiencies to optimize the business prior to sale or transition to retirement. We create efficient plans for growth and consistent client experience and help optimize all revenue streams. Committed to excellence, we provide unmatched business consultation services and help advisors deliver improved business outcomes.

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Services We Offer

We help your business evolve by ensuring your team is aligned with your vision. We work with you to increase profitability and invest time to enable the advisor to focus more on clients and building relationships. We streamline your processes and improve efficiencies in your business.  Please visit the ‘Services’ page to learn more. 

Learn More

David B.

Lorraine Nolan is simply amazing! I have been working with advisors in their businesses for over 10 years I can tell you with certainty Lorraine has the attention to detail and fundamental know how to make your business successful. With her vast industry experience, it is beyond obvious that she can transform the most complex into the most simplified, enabling your business to have the efficiencies we all dream of. Having just started as a new investment advisor I immediately embraced Loraine’s services to help get me started on solid footing. Not only has that happened in a few short weeks but I am now already creating opportunities and saving time as she is truly both a front office and back-office expert in the financial services world. Whether you are just getting started like me or a seasoned advisor I can’t speak enough about how Lorraine can help transform your business to have maximum efficiencies. She is an absolute must if you want to cut through the clutter and noise within your day.

Dan N.

As a wealth advisor, our primary duty is to help our clients achieve their financial objectives and so much of our time is filled with accomplishing that. We are so busy working “in” our business that at times we neglect working “on” our business. Lorraine provides an invaluable process to streamline business operations, create efficiencies and profitability. Lorraine’s process driven approach helped launch my business to new heights and I couldn’t be more grateful for her contributions. Lorraine is detailed, passionate and experienced. I highly recommend her to any advisor or advisor team that is looking to take their businesses to the next level.

John N.

“I’ve worked with Lorraine for the past 15 years while she was building her business practice and as a member of the IPC Pinnacle Leadership Team. Lorraine’s approach to business process is all about creating a consistent, reliable and scalable client experience for the advisors she has worked with in her career. If you are serious about taking your practice to the next level of growth and profitability, Lorraine is the resource you need. “