Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer

My guest today is Lisa Kirchenbauer, founder and president of Omega Wealth Management. Lisa’s firm oversees more than $100 million of assets for nearly 100 affluent clients, with whom they’ve been able to form deep relationships by implementing George Kinder’s EVOKE life planning process. And yet, even with the close relationships Lisa has with her clients, she has achieved what most advisors consider impossible: taking two six-week sabbaticals in the past six years.

In this episode, Lisa shares how she works with her staff to prepare the firm, train the team, and transition tasks so that she can step away from the business completely. Listen in to learn the steps she took to train her clients to become less dependent on her and more comfortable working with the other members of her team, how she breaks the news to clients about her taking time off, and the lessons she's learned throughout the experience that will change how she does her next sabbatical.

For show notes and more visit: https://www.kitces.com/108