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Lisa Kirchenbauer
Founder and president of Omega Wealth Management, an independent RIA serving entrepreneurs and people in transition, known for implementing EVOKE life planning and taking extended sabbaticals as a firm leader.
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Jan 22, 2019
• 1h 47min
Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer
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Lisa Kirchenbauer, founder and president of Omega Wealth Management, specializes in serving entrepreneurs and individuals in transition. In this discussion, she reveals how she managed to take two six-week sabbaticals despite her hands-on client relationships. The conversation dives into her preparation process, including training her team and shifting client expectations. Lisa also shares the personal insights she gained during her breaks and the leadership lessons that have shaped her practice, ultimately redefining what success looks like for her business.
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