Liza Streiff | Source | CEO at Knopman Marks Financial Training
Liza Streiff
Lisa is passionate about helping people reach their potential and thrive. As CEO of Knopman Marks Financial Training, she gets to explore the intersection of learning, wellbeing and performance. Whether it’s brainstorming with her incredible team about how to unlock student potential, advising financial firms about how to empower their people, or working with students directly to help them overcome obstacles, she brings innovative approaches to training in the financial industry.
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There is an abundance of information out there to educate yourself on the fundamentals. Invest time to understand, ask questions when reports are not clear, and ultimately challenge the KPIs that are being tracked. Ensure they are in fact key performance indicators, not just impressive numbers.
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Build a repeatable structure to track quarterly work using technical tools like monday.com where your leads can align all work to the key quarterly goals. Work with each team member to triage their projects so they can focus their time on work that matters and know you’re in their corner.
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In a completely virtual work environment, I’ve leaned into tangible ways to show my love for my team. Physical expressions of appreciation are more important than ever. There is an opportunity to be creative and personal—from a huge box of curated gifts to open during the holidays to a personalized work anniversary gift with a handwritten note. – Liza Streiff, Knopman Marks Financial Training
