Founder & Principal
Meet Barbara Lewis
I've sat where you sit.
For 35 years, I led distribution for retirement and financial-services firms, growing through advisors and consultants. Now I bring what that seat taught me to yours.
Results, in focus
sales growth in 16 months, across four continents
in new assets from faith-based organizations
in new assets from one advisory-council engagement
revenue growth in nine months, in a dormant market
Where I've led distribution efforts
What I'm known for
Advisory councils that deliver assets
Led a 24-advisor council, representing $16B+ in AUM, that co-created new programs generating $2.7B in new assets.
$10K in, $650K out
Managed a $10,000 social media campaign that produced $650,000 in revenue in nine months.
Revenue from overlooked advisors
For a $314B retirement provider, created a select-advisor strategy that produced $800K in new annual revenue in 14 months, with first-time proposals from 86% of participating firms.
A proven way to know your channel
Created and led the Know Your Channel™ pilot: 12 firms, 100% engagement, 40% pipeline growth.
Winning a niche before others see it
Built a service model for faith-based organizations, winning $10B in new assets with large church organizations.
Turning detractors into references
Reconnect & Rebuild, starting with an apology, converted 10 dissatisfied clients into references.
I bring F.I.R.E. to every room: Fun, Impact, Results, Energy.
Certified in Applied Business Science (AI Prompting) and now studying AI-Assisted Change Management.
Selling through advisors and consultants? Let's talk.
Start a Conversation →Why I built LUCEN: read the story →