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23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53

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Content provided by Benjamin Ong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Ong or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

71 episoade

Artwork
iconDistribuie
 
Manage episode 401094058 series 3078386
Content provided by Benjamin Ong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Ong or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

  continue reading

71 episoade

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