Helping Clients Navigate Change & Uncertainty in Turbulent Times

The May 2020 Financial Counseling call will be held on Thursday, May 21st at 12 pm ET.

Guest speaker Lisa Kirchenbauer, CFP®, RLP®, with Omega Wealth Management will be presenting, "Helping Clients Navigate Change & Uncertainty in Turbulent Times."

As we all navigate the uncertainties of COVID-19 and the inevitable economic fallout, our clients are going to need our support and guidance.  Join Lisa Kirchenbauer, CFP®, RLP®, CeFT® as she helps us practioners understand what clients really need to hear right now, and how we can prepare ourselves to be better guides in helping clients address their concerns and take practical action in support of themselves, amidst the uncertainty that lies ahead.

Key topics covered:

• The Importance of Taking Care of Yourself Before Helping Others
• Normalize, Oragnize, Prioritize
• Decision-Free Zone
• Avoiding the Left-Brain Trap
• The Importance of Deep Listening

Lisa Kirchenbauer, is President of Omega Wealth Management, in Arlington, Virginia.  She has been in the financial services industry since 1985 and is a CFP, Registered Life Planner and Certified Financial Transitionist.  Lisa completed her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice with a retainer and assets under management business model.  She has served a trainer and mentor for the Kinder Institute of Life Planning and has published several articles in the Journal for Financial Planning, as well as being quoted in numerous industry and consumer publications.  Lisa was named “Financial Planner of the Year” in 2014 in her local Financial Planning Association chapter, and a top financial advisor in the Washington, DC area since 2014.  In 2017, she authored the “The 5 Essential Skills of an Exceptional Advisor”, currently available on Amazon.com.  Over the last 4 years, Lisa has spoken to planners in India, the Netherlands, and Australia to share her passion for improving relationship & communication skills.  Lisa has been part of the Strategic Coach entrepreneurial  coaching program since 2006 and her business implements the Entrepreneurial Operating System (EOS) and Engagement Multiplier assessment tool.  She is also a Certified Kolbe Consultant.  Lisa lives in Arlington, Virginia with her husband and twin teenage sons.  In her off-time, she plays classical percussion in the Arlington Concert Band, directed by her husband.

More information