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 egg and protect their wealth. We pride ourselves on helping our clients enrich the quality of their lives and providing them with peace of mind on their path to financial success.

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 communication, streamline processes and procedures, improve firm culture, and advisor skill development• 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, prospects, and recruits• 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• Managed all aspects of our partnership with our affiliated employer financial wellness program, which helps employers and employees take a holistic, wellness approach to achieving their financial goals• Served as our firm’s Advisor Teaming liaison - to assist advisors in accelerating their growth, increasing efficiency and productivity, developing a systematic, enhanced client service model, and creating business continuity• Launched the firm’s Advisor Services Team – developing overall team structure and strategic goals, overseeing day to day team projects and performance metrics, and managing employee personnel matters

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 resource portal• 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.• Implemented a dynamic social media marketing platform, including integrated advisor training forums and resource portals, development of key social media campaigns, promotion of wealth management events, thought leadership, and firm accolades, etc.• Coordinated event sponsorships; including related promotional materials and advertising; speaking events; and tradeshows• Produced and launched several webinars, podcasts, and other educational thought leadership models• Developed and distributed a monthly internal communication on all wealth management marketing-related updates

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, and corporate office partners• 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 skill development• 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• Planned and coordinated seminars, client appreciation events, networking events, meetings, philanthropic initiatives, etc.

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.