Chief Operations Officer Brett Rainey joined EQIS in January 2022 with nearly 30 years of industry experience and leads our Operations team.
We caught up with Brett to find out more about him and why his work is so important to advisors.
Describe your day-to-day role.
My primary responsibility is making it easier for advisors to do business, fulfilling our service commitment to advisors and their clients. My focus is ensuring our operations teams function at the highest level. We have incredible teams of experienced, caring professionals so committed to serving our advisors that it makes my role easy. My days are full of variety from coordinating staff to address high volume to helping eliminate roadblocks in completing a task to keeping the teams updated and our procedures precise. I also focus on ensuring we have enough staffing to answer phone calls and chat inquiries immediately. Our constant focus is on taking the right steps so we can take as much work as possible off our advisors’ plates and let them focus on their clients.
What do you love most about your job?
I love solving problems. The more complicated it is, the more rewarding it is when you're able to come up with a solution. We also always try to leverage technology to implement as much automation as possible so employees can spend more time on high-value work helping our advisors.
What is your most often-asked question?
Aside from “Why are you a Tom Brady fan?” the most common question is a variation of “How can we make this better?” We are fortunate to have a great team motivated to deliver a world class advisor experience and willing to challenge the status quo to make improvements.
What is one interesting fact that no one knows about you?
I am a certified scuba diver and have dived 120 feet to a coast guard wreck. I don’t recommend night dives if seeing dozens of glowing eyes around you makes you uncomfortable!
What is the best advice you ever received?
“Never send an email that you would regret having read on the national news.” It’s easy to be tempted to send something in the heat of the moment, which rarely is a good idea. I’ve expanded this advice to include “Don't send anything in an email you’re not comfortable saying verbally.”
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