Lisa Dion
Business growth advisor for owners and financial advisors in San Diego
| Hourly rate range | $125 to $300 an hour |
|---|---|
| Focus areas | Scaling and growthLeadership and team buildingOperations and systemsExit planning and successionCEO and founder coachingTeam performanceLeadership development |
| Works with | Founders and business owners and Executives |
| Also coaches | Executive coach |
| Based in | San Diego, California, United States |
| Practice | Strategic Advisor Solutions |
Lisa Dion is a business advisor in San Diego who helps business owners grow and build more value in their companies. She runs Strategic Advisor Solutions. Much of her work centers on financial advisors who want to act as the CEO of their firm. She builds clear vision, defined roles, and simple systems. Her program called CEO Financial Advisor starts with a four-month engagement and moves into ongoing advisory as the firm grows.
What Lisa helps with
Lisa helps owners who feel stuck in the daily work of a growing business. She focuses on clear goals, strong teams, and simpler operations.
- Creating a clear vision for the firm
- Defining roles and ownership of duties
- Simplifying a business that has grown complex
- Building a strong leadership team
- Deciding on hiring and delegation needs
- Planning succession and changes in ownership
- Setting goals and solving repeat issues
- Moving the owner's time to the highest value work
Who Lisa works with
Lisa works with financial advisors, CEOs, and business owners. Some are solo owners who want to grow beyond themselves. Others run firms that are adding people and clients. She also works with larger firms that have leadership teams, and with firms preparing for succession or a new generation of leaders.
How Lisa works
Lisa uses a program called CEO Financial Advisor. Phase 1 is a custom four-month engagement. It finds the firm's top priorities and strengthens structure, leadership, and daily operating practices. Phase 2 is ongoing strategic advisory as the business and team grow. Work can cover strategic planning, leadership development, organizational structure, people and capacity, profitability, and client experience. She gives clients a framework and tools and helps put them in place.
Background and qualifications
- Runs Strategic Advisor Solutions
- Created the CEO Financial Advisor program
- Works with financial advisors and their firms
- Helps firms plan succession and ownership changes
Lisa Dion pricing
Programs and services
- Free exploratory conversation
- Four-month strategic implementation engagement
- Ongoing strategic advisory
- Business Builder Program
- CEO Financial Advisor program
Lisa Dion reviews
The CoachVouch take
Lisa built a CEO-focused advisory program made for financial advisors who run their own firms.
Best for financial advisors and business owners who want to grow beyond themselves and build a strong leadership team.
Common questions
How much does Lisa Dion charge?
Coaching with Lisa runs $125 to $300 an hour. Message Lisa from this page for an exact quote.
What does Lisa Dion help with?
Lisa Dion helps with creating a clear vision for the firm, defining roles and ownership of duties, simplifying a business that has grown complex and building a strong leadership team.
How long is the first phase of working with Lisa Dion?
Phase 1 is a custom four-month engagement. It sets the firm's priorities and builds structure, leadership, and operating practices.
How do I contact Lisa Dion?
Send Lisa a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.