August 2019 | Becoming Referable

Michael Futterman on the Art of Story-Telling

Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When [...]

By Julie Littlechild|2022-01-03T17:13:47+00:00August 22nd, 2019|Categories: Podcast|Tags: Becoming Referable, referrals, story telling|0 Comments

Lisa Kirchenbauer on attracting and deepening relationships through financial life planning

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 [...]

By Julie Littlechild|2022-01-03T17:13:48+00:00August 9th, 2019|Categories: Podcast|Tags: Becoming Referable, Financial life planning, referrals|0 Comments