Our Approach
Lenz Insights, LLC is designed to help leaders of wealth management firms quickly access curated advice & guidance to grow organically, through client acquisition, and inorganically, through advisor recruiting and practice acquisition. For larger advisor enterprises using our services, we aim to design and measure advisor engagement strategies that will accelerate your firm’s 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 independently-minded wealth management firms.
Liz Lenz AIF®, RCC™ is passionate about helping financial services firms maximize their business value and achieve their goals. Lenz Insights provides management and practice consulting services for financial advisors, wealth management firms, and financial services institutions.
Prior to starting her consulting firm, Liz was the VP of Advisor Productivity and Coaching at Raymond James Financial. In this role, she created and led the practice management coaching program focusing on content curation, thought leadership, conference planning, and experience advisor coaching serving over 8,300 financial advisors within the RIA, independent contractor, bank affiliate, and employee channels.
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Before becoming a leader in the practice management space, she was a Senior Succession & Acquisition Consultant working on over 300 transactions with advisors in planning for the future of their businesses. Liz has also held prior roles as a Sr. Internal Auditor at Raymond James and Finance Associate at various agencies.
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Liz is a Florida State University alumnus currently residing in the Tampa Bay area with her husband, Nate Lenz and three children, Matthew, Lucille, and Amelia.