Lisa Kottler

WORK HISTORY

EDUCATION

SKILLS

ABOUT LISA KOTTLER

I help retirement leaders — enterprise firms, RetireTech founders, and advisors — break through the friction that stalls big ideas. Great ideas get built but stall before they reach the people who need them. Pilots end without a next step. Partnerships that looked promising go quiet. Launches land with a whisper instead of momentum. The problem isn\'t the idea — it\'s the Expectation Gap. That\'s why I started Kottler Advisory Group.I’ve lived this from both sides. I led inside an enterprise retirement firm — building and running a division with the scale to reach millions of 401(k) participants. I was employee #1 at a RetireTech startup expanding access to underserved small businesses. And I earned a master’s in technology commercialization because I wanted to understand not just what emerging tech could do, but how to get it to market.Now, through Kottler Advisory, I help retirement leaders close that gap and build the systems that scale what works.What I do: For RetireTech Founders: Sharpen positioning, strengthen enterprise readiness, and turn traction into broader adoption For Enterprise Firms: Diagnose where alignment is breaking down — between teams, between partners, and between what you’ve built and how the market sees it For Retirement Plan Advisors: Clarify what makes your practice distinct, then build AI-powered systems that reinforce and scale that differentiationWhat makes it work: Dual lens. I’ve scaled enterprise distribution and built zero-to-one startups — most advisors have done one or the other Translation. I bridge language, pace, and expectations across the retirement ecosystem AI depth. I’ve developed a structured approach to AI adoption that I’ve brought to industry stages — practical frameworks, not tool tutorials Credibility. Co-creator of the Workplace RetireTech Map, co-creator of the Decoding Growth podcast, co-author of the Next-Gen 401(k) Report, and 3x 401kWire Top 100 DC Industry InfluencerWhat I share here: Positioning and go-to-market strategy for retirement firms and RetireTech founders AI enablement for retirement professionals — real use cases, not hype Lessons from the intersection of enterprise retirement and startup innovation Industry trends shaping the future of the workplaceFollow me if you’re building, buying, or advising in the retirement ecosystem. Visit kottleradvisory.com or message me if you’re ready to close the gap.