TALENT STRATEGY CONSULTING
Your People Strategy = Your Growth Strategy
In every leadership role Lisa has served in, one pattern stands out: results follow who you hire, grow, and keep. After decades overseeing multi-billion-dollar divisions, leading national recruiting initiatives, and designing high-impact development frameworks, Lisa now helps firms build talent strategies that work—not just in theory, but in practice.
She brings the insight of an operator, the perspective of a coach, and the confidence of someone who’s seen what happens when talent is developed with intention.
What This Consulting Engagement Offers
Whether you’re facing succession challenges, inclusion gaps, or a lack of leadership readiness, Lisa provides strategic consulting that aligns your people practices with your business goals.
Executive advising on firm-wide talent strategy
Leadership pipeline design and succession planning
Business led talent acquisition and development strategies with proven impact
Leadership development aligned with firm culture and vision
Change management strategy and stakeholder alignment
Each engagement is customized based on your firm's priorities, team dynamics, and readiness for change.
THE
APPROACH
Practical. Experienced. Impact-driven.
Align firm-wide talent strategy with business growth
Design future-ready leadership pipelines and succession plans
Build business-led recruiting and development strategies that work
Guide cultural alignment and change management
Each engagement is customized based on your firm's priorities, team dynamics, and readiness for change.
CLARITY • ENERGY • RESULTS
LIFTED BY LISA
“Finding truly hardworking, disciplined, and action-oriented young talent for financial services is increasingly difficult through traditional recruiting channels. Working with Climb Pause Lift—and directly with Lisa—was exceptional. Lisa took the time to understand our team's specific needs and thoughtfully facilitated introductions to several CPL athletes who embodied exactly the qualities we were seeking.
Beyond meeting our expectations, one of Lisa’s mentees has since joined our team. Lisa continued to work behind the scenes to help us design a clear, multi-year career path that positioned this new team member for long-term growth, development, and success.
As an industry, we would be wise to embrace non-traditional pathways like Climb Pause Lift to attract the next generation of talent—because these young leaders represent the future our profession needs.”
Managing Director, Financial Advisor
IS THIS YOU?
You’re preparing your firm for leadership transitions
Your top talent is burning out—or leaving
Your current pipeline isn’t delivering the leaders you need
The leaders you have aren’t prepared to take on more
You’re not alone—and you don’t have to solve it alone. Lisa helps firms just like yours turn leadership intent into scalable execution.