When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

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« Paint a picture of working with you | Main | Know, Like, Trust, Nope »
Friday
Aug092019

How to deepen relationships that generate referrals – Lisa Kirchenbauer on the Becoming Referable podcast

An expert on life planning and transition support, Lisa Kirchenbauer joins us on this episode of the Becoming Referable podcast.  She reveals how financial life planning and transition planning have deepened her client relationships, increased engagement, and dramatically changed her business and ability to attract new clients and referrals.

Lisa Kirchenbauer, CFP®, founder of Omega Wealth Management, LLC  has been in financial services for 30 years. Lisa began as a registered sales assistant and has served as trader on a trading desk, as well as holding various corporate positions.  She earned the Registered Life Planner® designation through the Kinder Institute of Life Planning where she serves as a senior trainer and mentorship leader, gained her Certified Financial Transitionist™ designation through the Financial Transitionist Institute, and is a long-time participant in the Strategic Coach program. She is also a Kolbe Certified Consultant™ and uses that assessment to guide her in client communications, team building, and business strategy.

In our conversation, Lisa explains how Omega Wealth Management serves their clients and what sets them apart from competition. She describes the differences between life planning and traditional financial planning and how her approach toward clients transition has elevated their level of engagement and growth. She shares the five essential skills exceptional financial advisors can embrace to improve their business and open the dialogue to gain more referrals.

Click here to listen; as always we welcome your feedback!

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160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.