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July 20, 2011 at 06:30 AM
One of the things that my clients and I work very hard at is connecting their business lives with their goals and visions for their personal lives—and then keeping them connected as their firms grow. It’s an ongoing process that can never afford to be pushed onto the back burner, at least not for very long.
I’ve found this to be such a pervasive issue with independent advisors that I’ve often wondered why the life planning community hasn’t turned its attention toward its own profession, helping other advisors do for themselves what many already do for their own clients. Recently I ran into a financial advisor who is doing just that.
Lisa Kirchenbauer has been a financial advisor in Arlington, Va. for 25 years, and is also a trainer and mentor for the Kinder Institute of Life Planning. For the past couple of years, she’s put together a program to help other advisors connect—or reconnect—their business and personal lives, called My Tuscany Retreat. As the name implies, Lisa has combined her advisor life-coaching with one of her favorite places in the world.
She has found the retreat concept crucial in helping advisors take a step back and look at their lives and their businesses from a broader perspective. “It’s very helpful for people to leave their offices and daily lives far behind,” she told me. “So they can think about what they really want to get out of their lives, and what’s missing from their current situation.”
