Preview Mode Links will not work in preview mode

New Planner Podcast

Nov 13, 2020

Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch on several of the core values of the firm, specifically focusing on the important balance between emotional intelligence and technical intelligence.

Listen in as Lisa describes the causes for her frequent turnover prior to hiring Jared and how she changed her mindset, improving her managerial skillset. If you are curious about a life planning approach to financial planning with your clients, or you are looking for a way to create a more meaningful relationship with your clients, this is the episode for you.

You can find show notes and more information by clicking here: