The FM Quarterly Finance Bootcamp

Lisa Dion is Founder of Strategic Advisor Solutions and has over 24 years’ experience working in the Independent Financial Advisor channel providing practice management and business development solutions. Her focus is servicing the CEO Financial Advisor to advise them on how to build strong foundational structures, develop growth strategies and build strong teams to take their business to the next level.

Over the span of her career Lisa has worked to provide comprehensive strategic support to create solutions which align with company objectives. She advises businesses on breaking through barrier’s while helping them manage their practices more efficiently through business model changes, creating a strong company vision and setting strategic goals.  Since launching, she has coached firms ranging in size from 1M to 20M in revenue.

Prior to launching Strategic Advisor Solutions, she spent 17 years in the financial services industry working for Broker Dealers in a Business Development capacity. Over this span of her career she has served as a corporate executive, led a Regional Advisory Board and served 8 years on a National Advisory Board advocating for advisors. In addition, she established the first National Executive Administrative Council for top firms to increase communication, improve branch efficiencies and develop advanced training and team development methods.