Liz Schehl

Background

About Liz Schehl

I help leaders, high-performing professionals, and teams reimagine what growth, leadership, and success can look like—then simplify the path forward, clarify priorities, and take purposeful action to realize their goals. With more than 20 years experience in financial services—starting as a Financial Advisor and evolving into roles that include advisor development, client experience, business optimization, and executive leadership—I’ve worked with individuals and teams navigating growth, succession, and reinvention. Throughout these experiences, I’ve learned success often brings complexity. Without the right structure and clarity, that complexity can stall progress. That’s where I come in. As founder of ESC Strategy, I serve as a partner to professionals and organizations ready to lead more authentically, motivate their teams, and evolve with purpose. Whether you're preparing for succession, restructuring your team, or scaling sustainably, I help you align what matters so that you may move forward with confidence. Clients work with me to: Build and implement succession strategies Optimize team structure and role clarity Elevate the client experience and service model Strengthen segmentation and growth capacity Shift from reactive to intentional leadership I work with those who want their strategy to reflect not just where they’re going—but who they want to become. Together, we focus on what truly moves the business forward. Recent work includes: • Succession planning for multi-generational advisory firms • Leadership offsites, executive strategy sessions, and company or team retreats centered on team clarity and culture • Strategic assessments to uncover growth levers, prospecting opportunities, and high-opportunity business development • Keynotes and workshops on adaptability and time mastery I share these insights in my book, “The Courage to Be Curious: Transforming Leadership from Within”, and in talks like Mastering Priorities, Time & Adaptability at Park Avenue Securities' Wealth Management Masters.(More information about these under Publications and Honors & Awards, respectively.) Ready to explore what’s next? I’m eager to hear from you. Message me here or visit