We’re not here to recycle tired “best practices” that so many push, or sugarcoat the challenges advisors and leaders face. David Zimmerman and Liz Schehl have seen the financial services industry from the inside, and they know the difference between advice that keeps you comfortable and advice that propels you forward.

David’s career has been built from the foundation of financial advisor, a journey to CEO of a major broker-dealer, and head of wealth management for a regional bank – all while reinventing wealth management programs across the industry, challenging status quo thinking, and helping leaders build the adaptability muscle it takes to reinvent their organizations for sustained success.

Liz built her career from financial advisor to wealth management executive and strategic consultant — designing firm-wide growth initiatives, advising top-performing teams through expansion and succession, and challenging leaders to rethink how they scale and future-proof their businesses.

Together, we bring decades of experience, unfiltered candor, and the kind of chemistry that makes hard truths easy to hear. At The Advisor Project, we ask the questions no one else is asking, challenge the strategies everyone assumes still work, and equip you with the perspective and discipline to lead — not react — in a world that’s evolving faster than ever.  This isn’t about incremental tweaks. It’s about reinvention. And the future won’t wait.