Redefining Wealth Management: A Human-Centric Approach to Financial Success | Lisa Kirchenbauer
Release Date: 01/07/2026
Core Turnaround Strategy — Telling the Truth, Fixing the Core, and Saving Companies with Walter Simson
Built to Finish
“If you can’t admit you need a turnaround, you’re probably not going to make it.” In this episode of Built to Finish, Steven Pivnik sits down with Walter Simpson, a veteran business turnaround consultant with 40 years of experience and more than 60 middle-market company turnarounds under his belt. Walter is the author of the newly released book Core Turnaround Strategy: The Indispensable Restructuring Guide, which challenges conventional wisdom around fixing distressed companies. Rather than starting with layoffs and cost-cutting, Walter advocates for something far more fundamental:...
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The Magic of CEO Effectiveness: Scaling, Exiting, and Leading at the Next Level with Jim Schleckser
Built to Finish
“At a certain point, the business doesn’t need a harder-working founder — it needs a more effective CEO.” In this episode of Built to Finish, Steven Pivnik sits down with Jim Schleckser, a seasoned entrepreneur, CEO coach, and trusted advisor to hundreds of founders who are scaling companies, navigating complexity, and preparing for successful exits. Jim has grown and exited multiple businesses himself and now serves as the Founder and CEO of The CEO Project, a peer advisory organization designed exclusively for growth-minded CEOs. Leaders seek Jim out when they hit the ceiling of...
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Primal Truths: What Evolutionary Psychology Teaches Us About Leadership, Power, and Relationships with Tim Ash
Built to Finish
“We are not broken as humans — we’re living in a culture that ignores how we actually evolved.” In this episode of Built to Finish, Steven Pivnik sits down with Tim Ash, renowned expert in evolutionary psychology, persuasion, and human behavior, for a wide-ranging and unapologetically honest conversation about what truly drives leadership, relationships, and modern society. Tim is a best-selling author, international keynote speaker, and founder of a digital marketing agency that helped create over $1.2 billion in value for global brands including Google, Expedia, and Nestlé....
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Redefining Wealth Management: A Human-Centric Approach to Financial Success | Lisa Kirchenbauer
Built to Finish
In this episode of the Built to Finish podcast, Steven Pivnik sits down with Lisa Kirchenbauer, Founding Partner and Senior Advisor at Omega Wealth Management, to unpack what really happens before and after a liquidity event. Recognized by Newsweek and Money.com, Lisa shares how her firm has challenged the traditional, investment-first wealth management model for more than 25 years — putting life planning, psychology, and human behavior at the center of financial decision-making. Together, Steven and Lisa explore the hidden realities founders face after “winning the game,” including loss...
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Closing the Courage Gap: From Fearful Mind to Brave Heart | Margie Warrell
Built to Finish
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Recapping a Year of Audacious Goals: Lessons Learned from Everest and TEDx with Steven Pivnik
Built to Finish
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The Proceeds Waterfall: Mapping Every Penny of Your Business Exit with Steven Pivnik
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From Pioneering Patents to Thinkers360: Nick Evans on the Future of Tech and Thought Leadership
Built to Finish
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Don't Wait for Perfect: Why Your Personal Brand Needs an Imperfect Start with Matt LeBris
Built to Finish
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Paul Pacun on Capital Velocity and Cash Flow Discipline
Built to Finish
info_outlineIn this episode of the Built to Finish podcast, Steven Pivnik sits down with Lisa Kirchenbauer, Founding Partner and Senior Advisor at Omega Wealth Management, to unpack what really happens before and after a liquidity event.
Recognized by Newsweek and Money.com, Lisa shares how her firm has challenged the traditional, investment-first wealth management model for more than 25 years — putting life planning, psychology, and human behavior at the center of financial decision-making. Together, Steven and Lisa explore the hidden realities founders face after “winning the game,” including loss of identity, lack of structure, and the emotional whiplash that can follow sudden wealth.
They dive deep into what “enough” actually means, why most founders get the number wrong, and how preparing years in advance — both financially and personally — can dramatically change outcomes. From identity shifts and post-exit mistakes to routines, goals, and the future of wealth management in an AI-driven world, this episode is a must-listen for entrepreneurs planning an exit or navigating life on the other side.
Takeaways:
- Investment management was the primary focus in traditional wealth management.
- A human approach to wealth management is essential.
- Many entrepreneurs experience a loss of identity after a liquidity event.
- Establishing structure and goals is crucial post-event.
- Defining 'enough' is more complex than just a number.
- Life planning questions can help clarify personal goals.
- Choosing the right wealth advisor involves understanding their process.
- Lessons learned from early mistakes can guide future decisions.
- Personal insights from endurance sports can improve business performance.
- The future of wealth management will focus on holistic approaches.
Quote of the Show:
"If you dont deal with the human side of wealth, the money doesn't fix anything... it just amplifies what was already there."
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