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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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Nội dung được cung cấp bởi Benjamin Ong. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Benjamin Ong hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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
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