Lizz Schneider CFP® is a Partner Advisor with AdvicePeriod. She primarily works with high net worth clients and business owners. She operates alongside the client’s team of accounting and estate planning professionals to bring their financial planning needs together in a comprehensive form.
Lizz, a Partner Advisor, knew within sixty seconds of getting to know AdvicePeriod that it was everything she wanted in a company. It perfectly balanced the autonomy she desired and the support of a corporate-style environment. She feels free to grow her business using her key strengths of relationship building, financial planning and wealth building, but knows that AdvicePeriod is there to take the extra weight off her shoulders.
While searching for a potential change from her prior firm, Lizz knew she wanted a company that had a broad offering of investment options and platforms. She also wanted to maintain her strong commitment to diversified portfolios consisting of low-cost index funds and exchange-traded funds. AdvicePeriod checked all the boxes for her, and it allows her clients to feel confident in her recommendations.
The technology AdvicePeriod uses allows Lizz to provide top-notch service to her clients. She received a MacBook Pro immediately after coming on board and was surprised by the work she was now able to accomplish at a faster pace, no matter where she is working. Unlike her prior firm, AdvicePeriod was utilizing e-signatures, meaning her clients could sign documents without a set appointment, and she could effectively communicate with them even if they weren’t in the same room. The financial advisor technology tools at AdvicePeriod, such as the Black Diamond wealth platform, are reputable and reliable.
A long-time goal of Lizz’s has been to continue building and growing a women’s empowerment network. Writing articles, speaking to women’s organizations and reaching out to other women in her local area is something she is now able to balance with the ongoing servicing of her clientele, and AdvicePeriod has been completely supportive in pursuing these dreams and wants her to feel fulfilled by her career. She truly believes that AdvicePeriod is there to help her run a successful business, rather than looking for her to fit within a rigid corporate structure. This attitude makes for a gratifying, rewarding and effective work environment.
When Lizz is away from work, she enjoys spending time with her two daughters sharing a good dining experience, a shopping trip or a fun vacation. She also appreciates talking with and getting together with her close friends and family, which help her to maintain balance in her hectic life.
Insight From Lizz:
On the technology:
Clients who don’t know technology get scared when I say that this firm has great technology. Clients and other advisors need to know that the software we use makes it easier for us to do our job and easier for our clients to be satisfied with what we do. Our technology makes us more efficient. Zoom, which has been in the news recently, is something I have been taking advantage of since the day I came on board. It’s been really cool to introduce this technology to people working at home who want to see me. AdvicePeriod is unique in the way it integrates technology, and how it puts the processes and procedures in place, so it’s easier for us to use. It is done in a way that’s more of an encouragement rather than a mandate.
On the operations team:
The operations team is literally my favorite part. I’ve been here for a while and I’ve never witnessed any of them in a bad mood with me. Super patient and super nice as well as knowledgeable. I thought for sure I would have to hire an assistant here in Wisconsin within the first six months, but I’ve realized that operations do everything I need them to even though they are thousands of miles away. Over time, as our firm has grown to meet continuous demand, I’ve had the opportunity to work with many new and different teammates, but the transitions have been seamless. I am comfortable reaching out to anyone because of the consistently positive ways they have worked with me.
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