Artwork

Content provided by Tina Powell | Intention.ly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tina Powell | Intention.ly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

53:53
 
Share
 

Manage episode 290102738 series 2798085
Content provided by Tina Powell | Intention.ly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tina Powell | Intention.ly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

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

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]

  continue reading

97 episodes

Artwork
iconShare
 
Manage episode 290102738 series 2798085
Content provided by Tina Powell | Intention.ly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tina Powell | Intention.ly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

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

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]

  continue reading

97 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play