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: https://bit.ly/3kTtnCk