Please join the Business Success Knowledge Circle for their September Knowledge Circle call on Wednesday, September 9th at 3 pm ET. Guest speaker Lisa Kirchenbauer will be presenting, "How to Leave Your Business for 6 Weeks and Still Have Something to Come Back to".
We all dream of being able to take an extended vacation or a break to be with our families, travel, rest and rejuvenate. The reality for most business owners is that most of us don’t feel we can get away and totally unplug and still have a business that’s intact and growing. Join us as we hear from Lisa A.K. Kirchenbauer, President of Omega Wealth Management, LLC in Arlington, Virginia as she shares what it took to take her second 6 week sabbatical in 6 years, coming back to a business with new clients and even more opportunity than when she left. Lisa will talk about how she prepared herself and her team, lessons learned from the most recent experience, and why she thinks it is critical that all business owners work towards building a Team and business that can allow the owner(s) to take time away from the business, while also providing for better continuity and succession planning in the future.
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.