She built a reputation for creative problem solving and practical process improvement.
This yielded an opportunity to join one of the country’s top producers, where she was able to define and refine internal operations and client experience. Within 2-years she “built a process for everything from first impressions to annual reviews” and helped manage marketing and PR campaigns that garnered so much response, she hired junior advisers and launched a satellite office to help manage the demand.
In 2019, Marti was approached by one of Michigan’s largest Managing General Agents to envision an opportunity for growing their practice and re-imagine what it looked like to be a woman in financial services. She drew upon her deep knowledge, expertise and market analysis to launch the firm’s first all female Advisory group. While managing her own successful practice, Marti realized that her real passion was in practice management. “As Managing Director, mentorship was one of my favorite roles. What I realized is most advisers don’t just need another playbook-they need a person, an initiator and integrator to fix the things they don’t have time to do so they can do the things that are fun, fulfilling and financially rewarding.” This planted a seed that just continued to grow and Marti soon found herself being sought out as an expert in process improvement. As demand continued to grow, she realized there was an incredible gap and opportunity to serve the industry right in her sweet spot and in 2021, she expanded her services and offerings with the launch of her own firm.
She takes a comprehensive and holistic approach to analyzing a practice and not only provides turnkey recommendations, she will put “boots on the ground” to implement the necessary changes.
Marti serves on the board for the Michigan Chapter of FSP (Financial services Professionals) as well as serving as Vice President of the Plymouth Hockey Association.
meet
stephanie murphy
“I help leaders gain confidence, clarity, consistency and control over business mindset and results.”
Stephanie Murphy started in Financial Services nearly 20 years ago, and it launched an incredible enthusiasm for small business leadership. During her decade-long tenure at a leading wholesaler, she held director, VP and EVP positions in HR, Annuity Sales, Life Insurance Distribution, Marketing, Operations and was an integral part of two acquisitions and the launch of an internal RIA.
Through C-Suite experience and working with global leaders, she designs programs, systems, tools and cultures that break through limiting beliefs and inspire action.
After graduating with her dual MsF (Finance) and MBA degrees, Stephanie’s love for growth and challenge inspired her to expand her industry scope and become a Leadership Strategy Consultant where she utilizes people analytics and organizational data, change theory, experience and creativity to help business owners and leaders solve some of their most frustrating and challenging problems. Through her joint work with Noble Co and ADVISA, she is a catalyst for change management and strategic alignment for business owners in Financial Services, Healthcare, Manufacturing, Automotive, Technology, M&A and Private Equity that range from 2 person startups to Fortune 100 Companies.
Stephanie has carried over these skills as Young Leader Board Chair for the Detroit Economic Club where she advocates for career readiness and diversity in leadership. Most recently, she was selected to represent Michigan at Harvard Business School’s prestigious Young American Leaders Program where she worked with corporate and non-profit leaders from across the country to solve some of our nation’s most pressing problems.
She attributes her wildly fulfilling career to an insatiable curiosity, a passion for helping others find joy and meaning in work and a unique ability to inspire action in even the most complex of situations.
