SHIFTING FROM THE ‘WHAT’
TO THE ‘HOW’
Crisis tends to interrupt the “traditional planning” processes and understanding the emotional turmoil (or our clients state of mind) is critical to helping them walk through the challenges. Lisa Kirchenbauer and Maura Fredericks are going to help us understand the personal effect of crisis on an individual and how we might be more effective in our advisory roles. Key topics include:
- The 4 stages of a pandemic
- The 6 stages of grief
- What to listen for during your conversations that suggest the need for additional support
- Best practices for leading yourself in order to lead others
Don’t miss this session!
Lisa A.K. Kirchenbauer, CFP®, RLP® Certified Financial Transitionist® - Founder & President, Omega Wealth Management
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 specializes in working with people in significant transition, including business owners by integrating both the personal and technical considerations. She has been named a top financial advisor in the Washington, DC area since 2014. In 2018, Investment News named her a 2018 “Woman to Watch.” Lisa is a Certified Kolbe Consultant and has been part of the Strategic Coach entrepreneurial coaching program for over 12 years.
Maura Fredericks, MA, PCC - Founder, Maura Fredericks, LLC - Coaching for Executives
An ICF Certified Executive Coach Maura Fredericks works with senior executives, co-founders and family businesses to develop a key leadership strength: navigating the critical relationships across the business that maximize organizational impact.
Maura’s coaching philosophy is formed by her positive psychology training, studies in Narrative Coaching and a deep understanding of the stages of change. Maura believes that conversations drive relationships and relationships drive results. She earned a master’s degree in OD from GWU and has additional training in Crucial Conversations, completed The Galliard Family Business Institute Core Training and is a certified Extended DISC Profile facilitator.