Lisa Gilbert

SVP, Account Executive

Lisa Gilbert has built her decades-long career exclusively in the financial services industry. She spent over a third of her time working directly in successful wealth management practices, leading client service and relationship management efforts. This experience sparked her passion for helping advisors best serve their clients to achieve their goals. She then spent 13 years in the home office of an independent broker-dealer and RIA, serving in compliance, operations, and learning development roles. Her comprehensive combination of experience working in advisory businesses and understanding the BD/RIA ecosystem uniquely positioned her for her leadership role in their consulting and practice management division.

It was in that role that Lisa was instrumental in defining and instituting the consulting engagement experience and strategically leading both consulting and advisor education efforts. The organization became a client of ActiFi, a FinTech SaaS organization and industry leader in driving advisor engagement and growth. Lisa was instrumental in codifying and standardizing the consulting process leveraging the SuccessPro platform.

After leaving that role, Lisa once again returned to the wealth management side of the world serving as an operations and investment expert in the 401k space. However it wasn't long before her path once again crossed with ActFi, and now she is a Strategic Consultant helping many of the biggest "logos" in the financial services industry best leverage the SuccessPro platform to drive advisor engagement, retention and growth.

Lisa lives in Orlando, Florida with her husband, Trent, and two amazing children, Eleanor and Isaac. She is a talented and published makeup artist (although mostly retired), a Potterhead and Disnerd, and self-proclaimed "world's okayest mom".