Owner/Advisor & Mindset Coach
Liz Hand is a 2nd generation Financial Planner in her practice, Pleasant Wealth. She is also a Mindset Coach who is passionate about supporting Financial Advisors through change with less self-doubt and more life-satisfaction. She loves all the places money and mindset overlap.
Liz has transformed her family’s financial planning practice by moving from a Broker Dealer centric practice to chiefly fee only work. In the last five years she has right sized the client count from 1,500 to 500, developed a new service model, purchased the practice from her father while learning to co-own with a sibling, and growing revenue by 72% to seven figures all without ruining Thanksgiving Dinner.
She has also launched a coaching practice where she impacts hundreds of advisors by raising awareness to their self-sabotage behaviors and giving them tools to gain confidence and get into the flow of their life.