Liz Lenz

Enterprise Consulting, Concurrent | Founder, Lenz Insights

Role
Founder at Lenz Insights, Llc
Location
Tampa, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Liz Lenz

Hello What gets me excited every day and what do I believe in? For me, it’s building something of importance and lasting value. I have spent most of my career working with financial advisors and professionals that are motivated to improve and try something new.I work with clients that think like entrepreneurs and, together, we find ways to better serve their clients which, in return, helps them maximize the value of their business. I believe there is no shortage of good advice and great coaches for business owners so institutions should create a platform that allows business owners to CHOOSE who and what they believe will be most beneficial to their business.I believe in working together to create a better outcome and I love collaborating with other industry professionals to create new ideas, new approaches, and frankly a more engaging fun experience for those around us.I believe that authenticity matters. I believe it creates trust and trust is the foundation required for any team or working relationship. I believe changes (big and small) are necessary for businesses to be sustainable and thriving in todays environment. I believe that nothing worth doing is usually easy. I believe in rolling up your sleeves when times are tough and high fives when things get done!I get called many names…Elizabeth, Liz, Coach, Mrs. Lenz, Stiles, but the most important one is Mom.

Experience

  1. Founder

    Lenz Insights, Llc

    Mar 2023 — Present · Tampa, FL, US

    Lenz Insights, LLC is designed to help leaders of wealth management firms access curated advice & guidance for their financial advisory practice. For larger advisor enterprises using our services, we aim to design and measure advisor engagement strategies that will accelerate your firms growth & productivity. For industry content providers, we want to build a community that makes it easier for you to connect with the industry’s most independent wealth management firms.​

Education

  • Florida State University

    Bachelor's degree, Finance & Management

  • Stanton College Preparatory School

    International Baccalaureate Diploma, International Baccalaureate

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Liz Lenz — Founder at Lenz Insights, Llc in Tampa, FL, US | Unifers