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Financial Investment Strategies and Communication Expert Elizabeth Updike

Posted: November 2, 2012 at 7:13 pm   /   by   /   comments (0)

Financial Investment Strategies and Communication expert Elizabeth Updike joins Enterprise Radio. With over twenty-five years of experience in the Financial Services and Investment Industry, Elizabeth has focused her expertise in the area of Financial Investment Strategies and Communication of those strategies to clients and financial advisors to position timely opportunities in the investment market while building trust, confidence and peace of mind with professional integrity and clarity.

Listen to host Eric Dye & guest Elizabeth Updike discuss the following:

  • What made you want to start a new business after a successful career in the financial services industry?
  • What are some of the problems and issues that you run into on a day to day basis as you run your own business?
  • What advice do you have for someone looking to start their own business, for future entrepreneurs and small businesses?
  • What’s some of the best advice you have received as you started your own business?
  • What does a typical day look like for you – a ceo running her own business?
  • What advice would you give women who such as yourself may have worked in corporate America and have decided to start their own business and raise a family etc.?
  • Where do you hope to take your business in a few years, what are some of your goals?
  • Can you talk a bit about your business and what you do?
  • Can you talk a bit about some of your philanthropic efforts and organizations that you are involved in?
  • How difficult is it start a business in a struggling economy  – what advice do you have?
  • With the presidential election coming up, what issues are most important to you as a business owner?

Duration: 22:47

Elizabeth “Liz” Updike, President, Liz E, Liz Enterprises, LLC, is an accomplished financial services industry leader with a proven a proven track record of success.

With over twenty five years experience in the Financial Services and Investment Industry, she has focused her expertise in the area of Financial Investment Strategies and Communication of those strategies to clients and financial advisors to position timely opportunities in the investment market while building trust, confidence and peace of mind with professional integrity and clarity.

Liz is a valued professional who has built lucrative business practices and has demonstrated that she can be a key partner in business development to the financial advisor who wants to grow and expand their business model.  By showing that she can be a driving force in creating additional revenues for her clients, who are the advisors, and the firms that they represent, she has formed strategic alliances with major Wall Street Investment firms, Regional Financial Services firms, Banks and Insurance companies for marketing and distribution of Mutual funds, Annuities, and Small Business Retirement plans. In addition, she has owned and operated a Real Estate Investment and Property Management company focusing on luxury and resort properties in the southeastern United States and Mexico.

Liz is an energetic speaker whose work ethic and passion for excellence in the investment industry has allowed her to successfully enter new markets utilizing creative strategies for investment product positioning and working with company start ups. She has taken on challenging turn around situations and has also developed new territories for the marketing and distribution of investment products while identifying strategic opportunities to capitalize on changing market conditions.  She has managed sales teams while significantly increasing revenue during changing market cycles, including one of the most challenging financial markets in American history from the fourth quarter of 2008 and beginning of 2009 and throughout the turbulent financial markets following up to and including this current market environment.

Recognized as an Industry leader in the area of Retirement Income Distribution Planning and Annuities, Liz is a Senior Level Executive with highly developed communication, negotiation, and analytical skills and has been a National Speaker for Training Symposiums on Retirement Risk Management, Women and Investing, and related topics.  Working with Financial Advisors and clients, Elizabeth excels at helping to build and expand successful financial investment practices and established early career success as a Financial Advisor specializing in Retirement planning, working with clients seeking advice and guidance in this area.

Liz believes in building deep and satisfying relationships with her clients. Her experience has taught her to utilize her knowledge, expertise, enthusiasm, and “hands on philosophy” to provide great service while proactively building relationships and educating her clients and that this is what drives her success in creating growth and income building opportunities with consistent results.

Liz makes her home in Northern Virginia with her two daughters, who have been adopted from Cambodia and Vietnam. Her life changing experiences in Southeast Asia, particularly in Cambodia, led her to create a fundraising project with a vision called “Olivia’s Schools” to build schools in Cambodia on behalf of her daughter Olivia.  To date, four schools have been built as a result of this initiative.  (Photos of Liz and her daughter dedicating their first “Olivia’s School” — when her daughter, Olivia, was only five years old — can be seen by clicking here.)

Liz continues to stay active in fundraising for charities that benefit the education and development of children.  She is a passionate volunteer, advisory board member, and fundraiser for the Devotion to Children Charity in Northern Virginia.  She has served on the Board of Directors of Sam Relief, Inc. a humanitarian relief organization serving the children of Cambodia.  She also supports ending the Human Trafficking of Children worldwide and has aligned herself with and supports The Somaly Mam Foundation—a non-profit organization dedicated to stopping the $12 billion dollar a year sex trafficking industry of children.

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