Lisa Dion
Business growth advisor for owners and financial advisory firms 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 coaching |
| Works with | Founders and business owners |
| Also coaches | Executive coach |
| Based in | San Diego, California, United States |
| Practice | Strategic Advisor Solutions |
Lisa Dion is a strategic advisor who helps business owners grow and increase the value of their companies. She runs Strategic Advisor Solutions in San Diego, California. Her work centers on a program called CEO Financial Advisor, which teaches owners to run a strong business and lead well. She helps owners set a clear vision, build a disciplined team, and simplify processes and systems as the company gets bigger. She also works with owners who are planning an exit.
What Lisa helps with
Lisa works with owners whose companies have grown more complex as they add people. She helps them get clear on goals and remove the barriers that hold the business back.
- Creating a clear vision for the company
- Building a disciplined team to carry out that vision
- Defining expectations, processes and accountability
- Simplifying systems as the business grows
- Setting meaningful goals
- Solving recurring issues for good
- Reducing frustration for business owners
- Planning an exit or succession
Who Lisa works with
Lisa works with business owners and entrepreneurs who want to grow and strengthen their whole organization. Her clients include owners of financial advisory firms who want to lead their teams better. She also works with owners who are planning to exit their business.
How Lisa works
Lisa uses a program called CEO Financial Advisor. It starts with the owner, because the process of building a strong foundation begins at the top. She helps owners define who they are, why the company exists, and where it is going. Then she helps them develop the team and set up expectations, processes and accountability so everyone works in sync. She also provides tools and infrastructure to cut complexity as the company grows.
Lisa Dion pricing
Programs and services
- Business Builder Program
- CEO Financial Advisor program
- Visionary and Integrator work
- Business tools and videos
Lisa Dion reviews
The CoachVouch take
Lisa offers a program built specifically for owners of financial advisory firms, called CEO Financial Advisor.
Best for business owners who have added staff, feel the business is getting complex, and want a clear vision and simpler systems.
Common questions
How much does Lisa Dion charge?
Coaching with Lisa runs $125 to $300 an hour. Request an intro for an exact quote.
What does Lisa Dion help with?
Lisa Dion helps with creating a clear vision for the company, building a disciplined team to carry out that vision, defining expectations, processes and accountability and simplifying systems as the business grows.
How do I contact Lisa Dion?
Request an intro on this page. It's free, and we'll connect you with Lisa and, if you want, 2 or 3 similar coaches to compare.
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Last updated September 2026. Request a correction.