WELCOME

It's time to take a fresh look at your wealth management business.

Lenz Insights can help.

Our Mindset

We believe in working together to create better outcomes. By collaborating with industry professionals to create new ideas, partnered solutions, and an engaging, fun experience for those around us, we can build meaningful relationships based on shared interests.

How to Engage

Let's take your business to the next level

Enterprise Consulting

We provide coaching for larger wealth management firms committed to increasing advisor engagement and productivity. We will be your outsourced advisor engagement officer.

Practice Consulting

Our practice diagnostic will outline your opportunities, applaud your strengths, and recommend solutions. Our goal is to get you the help you need to take the most productive step forward.

Just-In-Time Advice

Some key business decisions require expert advice and guidance. In times when you feel stuck, we will provide you the advice and guidance you need to move the business forward.

Speaking & Events

The best ideas are shared. Content planning is critical to ensure your event is impactful. If you need help with your event's agenda or a speaker for a keynote or workshop, we can help.

Insights & Ideas

View the Lenz Insights blog for links to podcasts, articles, or blogs that have been posted about topics relevant to financial advisors, management teams, and industry leaders.

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