On 17 November 2017, Financial Wisdom adviser Liz Trotter joined over 500 business leaders at the annual Stevie® Awards ceremony in New York City. Now in their 14th year, the prestigious Stevie Awards for Women in Business are considered among the world’s top prizes for female entrepreneurs, executives and employees.
With over 1500 nominees representing more than 25 countries, Liz won awards in three separate categories:
- Women Helping Women – Business
- Women Helping Women – Non-Profit
- Female Entrepreneur of the Year – Small Business.
Each of these awards recognises Liz’s dedication to enhancing women’s lives through financial advice and education.
A thriving business
With 15 years’ experience under her belt as a financial adviser, and six years’ running Adelaide practice Triple A Financial Services, Liz’s passion for advice, innovation and service has already seen her win a slew of awards in Australia.
In 2014 she won Financial Wisdom’s Women and Financial Planning Award, and in 2017 she was named Risk Adviser of the Year in Australia’s Women in Finance Awards. Most recently, the Triple A team took out Financial Wisdom’s Quality Recognition (Large Practice) Award at the 2017 Advice Professionals Conference in Auckland.
As Triple A’s managing partner, Liz applies three core principles across every area of her business: community, clients and commercial concerns. By helping women in need, the Triple A team have also achieved impressive business growth, with satisfied clients regularly referring their friends and family members to the practice.
“I’m totally passionate about advice and I can’t do enough for women,” Liz said. “I’m hoping to change the way women view advice, and show them they’re able to find someone who cares about their financial literacy.”
Helping the community
As a way of giving back to the community, the Triple A team dedicate 10% of their annual working hours to not-for-profit activities. Liz has worked hard to deliver great results for the practice’s pro-bono clients, including creating tailored solutions to support women in crisis.
One example is Liz’s She Future program, which aims to put women in a stronger financial position so they have the power and resources to leave abusive situations.
“Liz has taken a focused approach to solving a social problem and has delivered some very concrete solutions,” a Stevie Awards judge commented. “Her ability to engage her peers from private industry speaks to her passion and ability to influence others.”
Driven by her commitment to raising female financial literacy, Liz also runs a series of workshops that aim to give women the skills and confidence they need to take control of their finances.
“Financial security and independence are still a mirage for many women, but Liz is paving the way and making it easier for all,” another judge said.
Leading the way
Through her hard work and determination, Liz has risen to the top of her field – which is no small achievement in a profession traditionally dominated by men. The success of her business and her efforts in the community are blazing a trail for other financial advisers, by highlighting the market need for female-focused services.
Liz hopes her latest achievements will encourage her industry peers to increase their focus on helping women. She believes this will inspire more women to seek out the advice that could transform their lives.
“I’m the first one in financial services to win a Stevie,” Liz said. “This will be a huge benefit to our business and our industry, showing others that we can change women’s financial futures.”