A powerful exploration of personal growth that challenges the conventional wisdom of constant self-improvement. Discover why letting go of limiting beliefs and fears may be the real key to transforming your life and unlocking your potential.
Her Story
About Lisa
Lisa Soss is the Founder and Principal Consultant of Soss Strategy Group, and a product and operations leader driven by a passion for solving complex business challenges and helping organizations grow — working at the intersection of operations, technology, and product strategy across a career spanning nearly 13 years.
At Soss Strategy Group, Lisa works directly with small and mid-sized businesses to cut through operational complexity, sharpen product direction, and build the scalable systems that support long-term growth. The practice draws on nearly 13 years of experience inside Financial Independence Group, where she advanced through multiple roles spanning annuity and life insurance operations, business analysis, and product management — most recently serving as Senior Product Manager.
Throughout her time at Financial Independence Group, Lisa became known for her ability to bridge communication between stakeholders and engineering teams, lead digital transformation initiatives, and develop solutions that streamline processes and improve efficiency. Her work included collaborating on industry-changing technology integrations, supporting annuity and insurance innovation, and contributing to cross-functional teams that prioritized both business performance and customer experience. She also served as a member of DTCC's Senior Advisory Board, bringing an outside perspective back into the organization and staying at the forefront of industry trends. Her leadership style, grounded in curiosity, adaptability, and clear communication, earned her multiple Employee of the Month recognitions and a featured spotlight within the organization.
Lisa holds a Bachelor of Arts in Sociology with a minor in Spanish from the University of North Carolina at Greensboro and a Certified Scrum Product Owner (CSPO) designation.
Beyond her professional work, Lisa partners with Race for Impact to raise funds for women's empowerment initiatives and competes in charity races supporting mental health awareness — causes that reflect the same commitment to growth and collaboration she brings to every client engagement.
Her Interview
Ten minutes with Lisa
01What do you attribute your success to?
So much of who I am comes from my parents. They gave me my work ethic, taught me what it means to show up and put your head down. But they also taught me something harder, without ever meaning to. They were always working. They rarely stopped to enjoy what they'd built, always planning to do that later, in retirement. Neither one of them made it there. Sadly, my mom lost her battle with cancer and my dad has dementia. Watching that happen changed something in me that I don't think will ever change back.
I don't want to get to the end and wonder "what if." Watching my parents defer their lives is what gave me the courage to finally start this new chapter and pursue the entrepreneurial dreams I'd been sitting on. To take the risks they never felt free to take and to go after the work that actually lights me up. You never know how much time you have, and I refuse to waste mine waiting for a right moment that may never come.
02What’s the best career advice you’ve ever received?
Learn the business and understand your customer first. I spent years in operations before moving into product, and that foundation shaped everything. I could sit in a room with engineers, executives, and customers and understand all of their perspectives because I had lived close to the work. The best strategists I know aren't the ones with the most frameworks, they're the ones who took the time to understand how things actually work before deciding how they should work differently.
03What advice would you give to young women entering your industry?
No one is going to map your career for you. You have to know what you want, be willing to say it out loud, and be comfortable advocating for yourself even when it feels awkward. Women are often socialized to wait to be recognized, but recognition follows visibility, and visibility requires you to put yourself forward.
04What are the biggest challenges or opportunities in your field right now?
AI represents both the greatest opportunity and one of the most significant challenges of our time. The potential is undeniable — but so is the responsibility. As AI continues to eliminate roles and reshape workflows across industries, its impact will be fundamental and far-reaching. The real work is ensuring it's adopted responsibly: protecting the data that powers it, being intentional about how it's applied, and staying clear-eyed about what it means for the people and organizations it displaces.
05What values are most important to you in your work and personal life?
Authenticity, trust, curiosity, and autonomy. Those four words show up in everything I do, both professionally and personally. Authenticity because I've never been good at performing a version of myself that doesn't match who I actually am, and I don't ask that of the people I work with either. Trust because nothing works — no team, no client relationship, no partnership — without it as the foundation. Curiosity because it's what has driven every meaningful step in my career, from learning a new part of the business to eventually building my own. And autonomy because I do my best work, and I help others do their best work, when there's room to think, decide, and own the outcome.
Her Content Hub
Articles by Lisa
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