42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer Advisors

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Today’s episode of In The Suite with Martine Lellis, CPA, CFP® is all about making bold moves.

5 months before the COVID-19 pandemic entered into the world and changed our lives, Martine took a deep dive into uncharted territories. She decided to leave her previous company after 17 years of being a partner. Martine left the company without another position in mind and decided to take a sabbatical to travel the world and search for answers. 

Martine says, “I didn't have a job before I decided to leave. But I had confidence in myself that I would figure it out.”  

She made a bold move to change the direction in her life. Not only did she change her professional position, title, and company. She also changed her geographical location. That’s right, she moved from the state of Virginia to Colorado.

What she had in her, was faith and confidence that she would find the next best thing. Through calling upon her network of industry friends and having faith and confidence, she found herself in a new position as the Chief Talent & Business Solutions Officer at Mercer Advisors. 

In this episode, Martine shares her story about entering into a new position, becoming a National Technical Officer for USA Weightlifting, setting goals, and traveling during the pandemic. We talk about taking a chance, having trust in yourself, and how to make the bold moves in life. 

She trusted her gut feeling, and had confidence in herself that she would excel in the next steps in her life. Martine says, “Sometimes you just have to take that chance, and you just have to trust yourself.”

Join the conversation to hear about:

• Making adjustments to working from home (00:45)
• Celebrating one year at Mercer (03:45)
• Making big changes in life and considering bold moves (10:10)
• Taking the chance and trusting yourself (13:00)
• Relocation from Virginia to Colorado (15:30)
• Being open-minded during the job search (16:45)
• National Technical Official for USA Weightlifting (18:35)
• Martine’s motivation to becoming a stronger woman and Crossfit (23:30)
• Making a C-Suite level shift in her life (26:55)
• Reverse mentorship (34:55)
• Social media giving insights into life (36:00)
• Traveling during a global pandemic (40:10)

Referenced Materials

• Martine Lellis, CPA®, CFP - Facebook
• Martine Lellis, CPA®, CFP - LinkedIn
• Mercer Advisors Website
• Mercer Advisors - Twitter
• Mercer Advisors - Facebook
• Mercer Advisors - LinkedIn
• The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter, Michael D. Watkins on Amazon

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