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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Audio/Web Conference: Breaking Through the Implementation Impasse

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Wednesday, 06/20/12
12:00 noon – 1:00 p.m. ET
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Call: 1-800-392-6900
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Breaking Through the Implementation Impasse
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This program is brought to you by the Society's Financial Planning Section

Program Overview

Have you ever wondered…
Why clients don't sign the documents?
Why clients don't just follow the advice they paid for?
Why clients don't return your calls?
Why clients shut down?
Why clients don't come back?

In this program, Lisa Kirchenbauer, CFP®, RLP® discusses the "Implementation Impasse." Learn how to sharpen your communication and client management skills to create more effective, profitable and rewarding relationships with clients. Discover what it takes to make change and implement advice and how to effectively support your clients in achieving their goals. You'll come away with new ideas and strategies for working more effectively with the "challenging" clients in your practice.

Attendees will learn how:

  • To deal with clients in significant life and financial transitions
  • Your own biases can lead to ineffective and unproductive client relationships
  • To understand your clients' communication needs and incorporate that into your meetings, recommendations and service
  • Taking a more holistic, or financial life planning approach, can help you achieve better client relationships, which can lead to better "adherence" and engagement with you

Featured Speaker:

Lisa A. K. Kirchenbauer, CFP®, RLP® is president of Omega Wealth Management and has over 20 years of management and investment advisory experience in the financial services industry. She has been a Certified Financial Planner™ since 1990. Lisa is one of a very small number of advisors who has achieved the Registered Life Planner® designation from the Kinder Institute of Life Planning. She also serves as a trainer and mentor with the Kinder Institute. She is an affiliated advisor with the Sudden Money Institute and a participant with the Strategic Coach program. Lisa is a member of the regional and national Financial Planning Association and is currently on the FPA Retreat Taskforce for the 2012 Retreat as well as a member of NAPFA. She graduated from Stanford University with honors in international relations and has been featured and quoted in various financial industry publications, consumer publications and on TV and radio.