“Some of it is just owning your situation, right? Okay, I wanted to get all this stuff done, but I can't. That doesn't mean I'm a failure. That just means that's what happened today. What can I do to fix it? So instead of it letting it beat you down, just accept it and give yourself grace.” – Lisa Werner
More than 10 years after stepping into the independent space, Lisa Werner, Life Underwriting Training Council Fellow (LUTCF) and Retirement Income Certified Professional® (RICP) at Marketplace Financial Group, continues serving individual and small business clients as a comprehensive financial professional. Don’t miss this episode of Cambridge Stronger as Lisa unravels her journey to the independent space and shares what key insights she learned along the way. From finding clients to uncovering their big picture strategy, Lisa highlights how she guides her clients through the transition to retirement.
In Episode 206: Owning Your Situation, Lisa Werner joins Cambridge CEO Amy Webber to discuss:
- How she made the jump from the insurance environment to the independent environment
- Why she believes financial services can be a home for anyone looking for flexibility in their career
- How she walks clients through the transition to retirement
About Lisa Werner
After working a corporate job right out of college, Lisa Werner moved careers to the financial services industry in 2004 to gain more control over her work life. What she found was a life purpose. After nine years with a major insurance company, Lisa had the opportunity to go independent with Cambridge by joining up with Karl Wunderlich at Marketplace Financial Group, LLC in Neenah, Wisconsin in 2013. The move has allowed Lisa to customize how she works with clients, offering them only the services that they need instead of products they don’t. Lisa and Karl offer customized financial planning for their small business and individual clients. From budgets to estate planning, Karl and Lisa coach their clients to make the best decisions they can despite what their lives are throwing at them.
https://www.marketplacefinancialgroup.com/
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Marketplace Financial Group, LLC are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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