Professional Services Concierge - Lori Gleeman

Working with the right service providers is at the heart of every successful business. Today’s guest, Lori Gleeman, Founder and CEO of Soul Equity Solutions, combines her two superpowers in business development and recruitment to connect private equity firms to service providers at the top of their game. In today’s episode, she tells us how she developed this niche for herself and her role as a professional services concierge. She shares her two priorities when pairing providers with firms: industry-aligned experience and excellent references, and we discuss the role of building strong relationships and generating trust. Lori also tells us why she introduces private equity firms to each other as a complementary value add. Next, she reveals the details of her unusual pricing structure and shares her three-part goal to help firms to gain knowledge, save money, and learn from other clients. Hear how Lori has leveraged her strengths and her network to build a successful business that offers massive support and value to both service providers and private equity firms. We hope you join us today!

 Key Points From This Episode:

Lori’s background as an executive search recruiter.Lori’s role as a professional services concierge.The value of finding service providers with relevant experience to your industry.How Lori pairs firms with industry-aligned service providers with excellent references.Why doing good work is the foundation of building a solid reputation as a service provider.How Lori’s role lets her focus on her two strengths: business development and recruitment.How building strong relationships within her network has generated trust.Why Lori introduces private equity firms to each other as a complimentary value add.Lori’s pricing structure where she charges service providers and not equity firms.The network of highly trusted service providers and firms that makes her work possible.How Lori looks to add value by having conversations with private equity firms.Lori’s goal to help firms to gain knowledge, save money, and learn from other clients.How Private Equity Firms work closely together and how Lori offers advice and solutions.This week’s call to action: create a list of ways that you can support your existing network.

Lori Gleeman on LinkedIn
Soul Equity Solutions
Soul Equity Solutions on LinkedIn
Alex Drost LinkedIn
Branch Out Podcast LinkedIn
Connection Builders LinkedIn

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