This week we’re learning about Lisa Robson at Belay Advisory
Who do you work with?
Where in Canada are you based?
Edmonton
Please introduce yourself in 10 words or less.
Retirement Plan specialist
What excites you about being an advisor?
Being able to help clients and their employees with their retirement planning needs
How do you define success?
Having happy clients
What are the biggest challenges of being an entrepreneur?
Maintaining a loyal, happy work force
How do you manage work/life balance?
I don’t – just kidding! I make sure I spend time doing what I like to do (day trips around Alberta) and spending time with friends.
What advice would you give to people that want to become and advisor?
Learn all aspects of the business, from implementation to administration to termination
If your friends/family/colleagues were to give you an award, what would it be for?
Hard work
If someone would make a documentary about you, what would be the title?
The Independent Traveller
The Benefits Alliance Member Spotlight showcases our members across Canada who provide custom solutions for their clients Employee Benefits and Group Retirement.