23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53
02/15/24 • 77 min
Today, we have Khim. Khim is an industry veteran who started her advisory journey back in 2000. Since then, she has worn many hats, among them being an industry speaker and mentor, agency director, mother of two, and managing over 800 clients.
Over her 23 years in the business, not only has she achieved many accolades, from MDRT to COT, she has also built a reputation and a business on strong foundations for delivering amazing service to her clients.
In today’s episode, we’ll learn about the service principles she employs with her clients and the mindset behind her success.
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.
I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook
Today, we have Khim. Khim is an industry veteran who started her advisory journey back in 2000. Since then, she has worn many hats, among them being an industry speaker and mentor, agency director, mother of two, and managing over 800 clients.
Over her 23 years in the business, not only has she achieved many accolades, from MDRT to COT, she has also built a reputation and a business on strong foundations for delivering amazing service to her clients.
In today’s episode, we’ll learn about the service principles she employs with her clients and the mindset behind her success.
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.
I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook
Previous Episode
Best Way To Handle The Most Common Objection Ever | Ep 52
In this video, we cover exactly how to handle the objection of “I already have an advisor” whether you are dealing with warm, cold or referral market. I broke down the fatal assumptions that we have been making as advisors and how you can create opportunities to reach more people and make more impact.
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.
I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook
Next Episode
The Ugly Truth About Robo Advisors | EP 54
In this video, we dived deep into understanding the nature of robo - advisors and how to exactly position our investment products against them. We talked about the little-known truth of robo-advisors, how liquidity isn't good for your prospects and much more.
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook
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