Lisa Guditis Email & Phone Number

Lansing, Michigan, United States

With over 70 years of financial planning experience, Richards & Cady Wealth Advisors has built a dynamic team and an established reputation of developing long-standing relationships with our clients and delivering the highest level of service, value, and integrity.Our mission is to help our clients identify their goals and develop a plan to grow their nest.

Southfield, Michigan

• Served as a key resource partner and facilitator to our top insurance, wealth management, and financial planning advisors/teams – to drive overall efficiency, profitability, and client retention
• Member of Firm’s Executive Leadership Team--- assisting with key decisions and implementation, including, but not limited to, the development and execution of strategic plans to increase firm productivity, enhance firm.
• Developed key business development strategies, marketing and client outreach campaigns, and targeted approach initiatives, which has led to an average 12% annual increase in advisor production
• Represented the brand’s vision, mission, and core values around community events, sponsorships, and campaigns across our digital and social media channels to build awareness and drive engagement with current clients.
• Strategic partner in the development and launch of the firm’s first female led women’s financial advisory team
• Assisted with developing key recruiting initiatives for attracting and aligning top talent

Southfield, Michigan

• Developed, implemented, and managed all marketing plans, budgets, and integrated strategies for Plante Moran Wealth Management, aligning with the firm's overall business plan and goals
• Member of Plante Moran Financial Advisors' Business Development Team, generating new business and pursuit strategies for Partners/Relationship Managers; including the creation of a practice development and marketing.
• Strategic partner in the planning and execution of several successful interactive and educational events, designed for high-net-worth and ultra high-net-worth individuals and families
• Executed strategies for establishing and cultivating key relationships with referral sources, centers of influences, and firm clients - to enhance cross-selling and new business opportunities
• Developed monthly digital marketing communications, including content development and management, graphics and design, and data analytics review
• Assisted with the creation of content, graphics, and design of brochures, fact sheets, whitepapers, proposals, presentations, etc.

Southfield, MI

• Directed all firm marketing initiatives; align company’s marketing plan, budget, and promotional strategies with the firm’s goals and overall vision; serve as a direct liaison for financial advisors, Managing Partner.
• Developed and successfully launched several strategic marketing campaigns to penetrate key target market areas, increase new business opportunities, enhance brand awareness, and improve client retention
• Served as a key member of the firm’s management team - implement strategic plans to increase firm productivity, enhance firm communication, streamline processes and procedures, improve firm culture, and enhance advisor.
• Strengthened relationships with institutional partners through specialized marketing and financial educational programs
• Created brochures, flyers, advertisements, presentations, articles, letters, and other promotional materials; continuously enhance firm’s website and develop public relations and social media opportunities
• Managed firm’s CRM systems, lead generation sales opportunities, and corporate-sponsored marketing programs

Detroit, MI

As Marketing Coordinator, I was responsible for developing, implementing, and monitoring all marketing and promotional strategies and new business development plans as well as planning and coordinating all client and firm functions.

East Lansing, MI

As Usher Staff Director, I was responsible for overseeing 200 employees and supervised over 200 events, including basketball games, concerts, seminars, and family shows.