Becoming Referable Podcast

Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®).  She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her […] The post Lisa Kirchenbauer on attracting and deepening relationships through financial life planning appeared first on Becoming Referable.