Liz Updike - CEO and Founder of Liz Enterprises

[quote style=”boxed”]I execute by taking focused action steps each and every day, and I visualize my ideas being implemented successfully to all who may benefit from what I have to offer which is my unique value proposition.[/quote]

Elizabeth “Liz” Updike, President, Liz E, Liz Enterprises, LLC, is an accomplished financial services industry leader with a proven a proven track record of success.

With over twenty five years experience in the Financial Services and Investment Industry, she has focused her expertise in the area of Financial Investment Strategies and Communication of those strategies to clients and financial advisors to position timely opportunities in the investment market while building trust, confidence and peace of mind with professional integrity and clarity.

Liz is a valued professional who has built lucrative business practices and has demonstrated that she can be a key partner in business development to the financial advisor who wants to grow and expand their business model. By showing that she can be a driving force in creating additional revenues for her clients, who are the advisors, and the firms that they represent, she has formed strategic alliances with major Wall Street Investment firms, Regional Financial Services firms, Banks and Insurance companies for marketing and distribution of Mutual funds, Annuities, and Small Business Retirement plans. In addition, she has owned and operated a Real Estate Investment and Property Management company focusing on luxury and resort properties in the southeastern United States and Mexico.

Liz is an energetic speaker whose work ethic and passion for excellence in the investment industry has allowed her to successfully enter new markets utilizing creative strategies for investment product positioning and working with company start ups. She has taken on challenging turn around situations and has also developed new territories for the marketing and distribution of investment products while identifying strategic opportunities to capitalize on changing market conditions. She has managed sales teams while significantly increasing revenue during changing market cycles, including one of the most challenging financial markets in American history from the fourth quarter of 2008 and beginning of 2009 and throughout the turbulent financial markets following up to and including this current market environment.

Liz believes in building deep and satisfying relationships with her clients. Her experience has taught her to utilize her knowledge, expertise, enthusiasm, and “hands on philosophy” to provide great service while proactively building relationships and educating her clients and that this is what drives her success in creating growth and income building opportunities with consistent results.

Liz continues to stay active in fundraising for charities that benefit the education and development of children. She is a passionate volunteer, advisory board member, and fundraiser for the Devotion to Children Charity in Northern Virginia.

What are you working on right now?

My workshop and webinar, “Creating Your Best Professional YOU NOW” offered as training to large corporations as well as individual financial advisors, professional sales people and teams who want measureable results and the action steps to get there. I am also booking keynote speeches for 1st Quarter 2013 Conferences.

Where did the idea for LIZ Enterprises, LIZ E come from?

30 years of working with hundreds of financial advisors and helping them to grow their practices, increase their revenues, and get more clients with a targeted focus on their own special niche, combining that with High Visibility Marketing Activities designed to attract their ideal clients. I have taken the model that has made me successful on Wall St. to Main St. and have started my own company to share my knowledge, wisdom, and experience in a more efficient, time saving, and cost effect way for those professionals and companies who want to grow.

How do you make money?

I offer different packages and pricing options for corporate workshop programs, individual and team coaching, sales training, and keynote speeches so that each client that I work with gets exactly what they want and deserve, and can afford. I also am available for retainer to assist in creating longer term marketing strategy and business development projects for growing businesses and large corporations.

What does your typical day look like?

I get up very early and read both current events and industry related materials, then respond to emails and work on business development. At lunch, I like to get out of the office and meet with a client or potential client, in the afternoon it is all about customer service and client satisfaction follow up. In the evenings, I either work out, or do volunteer work. I am on the board of a local charity that helps children in Northern Virginia and the Metro DC area.

How do you bring ideas to life?

I execute by taking focused action steps each and every day, and I visualize my ideas being implemented successfully to all who may benefit from what I have to offer which is my unique value proposition.

What’s one trend that really excites you?

I find the growing technology available with Apps, and Social Media very exciting, as well as the Green Energy initiative.

What was the worst job you ever had and what did you learn from it?

One of the worst jobs I ever had was my last corporate job. The gift that came from the experience, and any “worse job” that I have had throughout my life is the importance of focusing on what you want and not on what you do not want, In addition, to be grateful for all of the blessings that come my way in life and in work. Having said that, “worst job, best job” I have learned from both!

If you were to start again, what would you do differently?

I would have been more serious about my grades in college and gone for a 4.0 GPA. I would have gotten a Masters Degree right after college before having children. In addition, I would have gotten as many professional designations and certifications, again, before children. Now after 30 years in business, learning all that I know by self study and following and modeling what the most successful people in my industry are doing, I realize that there is not as much time left in the day for studying between running the business and raising the family. The time to do that is when you are young and can still pull an “all nighter”!

As an entrepreneur, what is the one thing you do over and over and recommend everyone else do?

Work hard, work smart, help others, and give back.

What is one failure you had as an entrepreneur, and how did you overcome it?

Over commiting and over extending myself. Now, I delegate more, focus on the result, and try to exercise to alleviate stress, get plenty of rest, and drink more water.

What is one business idea that you’re willing to give away to our readers?

Start an Eldercare services business. There are approximately 76 million Baby Boomers in America who are turning 65 at a rate of about 10,000 a day, eldercare service is in as much demand going forward as nanny services have been in the past. If you want a good business idea, solve a problem. Help the kids who find themselves in the “Sandwich Generation”, which means they are taking care of both children and parents, and provide a service that helps them to take care of aging Mom and Dad.

If you could change one thing in the world, what would it be and how would you go about it?

I would make sure that all children have enough food to eat and a way to get an education. Children are the future of the world, they need to be loved, nourished, well educated and taken care of.This is why I adopted two children and built four schools.

Tell us a secret.

I am a voracious reader.

What are your three favorite online tools or resources and what do you love about them?

Google, Linked In, and Twitter

What is the one book that you recommend our community should read and why?

Atlas Shrugged by Ayn Rand because it is about Capitalism.

Three people we should follow on Twitter and why?

Joel Osteen, Oprah, Richard Branson, because all of them are leaders and inspire others.

When was the last time you laughed out loud? What caused it?

This afternoon. I was laughing with one of my oldest friends who recently came to visit.

Who is your hero?

Mother Teresa.

What is it about your business that you energizes you and gets you excited about going to work each day?

The joy of connecting with people that I can help to stand out from the crowd and realize their full potential by helping them focus on their own unique brand, their style, their message, as well as, the value that they provide just by bringing themselves to the game each and every day.

What are you most passionate about?

Helping children in the world so that they can lead better lives and realize their full potential as adults.


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