SCROLL
THINK
DIFFERENTLY.
At ESC Strategy, we partner with leaders and teams to adapt, grow, and thrive creating lasting impact through growth and transition.
Transformative results come when we stay curious, lead with vision, and act with courage.
WORKING IN PARTNERSHIP WITH:
Advisors Teams Founders Leaders Executive Teams Organizations
TRUSTED BY
THE BEST
COMPANIES:
OUR PHILOSOPHY.
At ESC Strategy, we help leaders and teams
think differently, lead intentionally, and evolve boldly.
ESC Strategy partners with financial advisors, advisory teams, and leaders across wealth management to navigate growth, succession, and transition with purpose. Grounded in behavioral insight, adaptive leadership, and practical execution, we guide our clients through change with confidence and help them build practices designed to last. ESC combines deep coaching expertise with real-world business acumen to deliver engagements that strengthen teams, elevate performance, and future-proof results.
ESC Strategy was founded by Liz Schehl, who spent more than 20 years in the financial services industry, starting as a Financial Advisor before advancing to influential leadership roles across multiple business areas, including training & development, inclusion & diversity, compliance, sales execution, practice management, marketing, business optimization, and client service.
Learn more about Liz AND her new book, The Courage to be Curious, at www.lizschehl.com
Let's Stay in Touch!
From Monday Motivations to insightful tips on future proofing your business, sign up to receive email publications from Liz!
OUR FOCUS.
Every leader and team is at a different stage. Growth and succession are complex, which is why our offerings — from coaching and consulting to workshops and speaking — are designed to meet you where you are, focus on what matters most, and create lasting impact.
SUCCESSION
PLANNING
Succession shapes the legacy of your practice, carrying client relationships forward, preparing next-gen talent, and preserving the business you’ve built to thrive long-term. We combine strategic planning and tactical execution with coaching that addresses the human side of transition, the behaviors, culture, and leadership shifts that define a lasting legacy.
WORKSHOPS
Interactive half- and full-day sessions designed to spark new thinking and drive practical results. From business development and leadership to time management and strategic planning, our workshops give leaders and teams the tools, focus, and momentum to tackle their most important priorities.
CORPORATE
CONSULTING
We act as a strategic partner for organizations facing complex priorities and critical decisions. Bringing an outside perspective, we help leaders clarify direction and design practical solutions — and then support integration and application to ensure those solutions deliver meaningful impact.
