NEW EPISODE OUT NOW: Wealth with a Purpose
Wealth with a Purpose with Kimberly Safoyan - Always On with Duncan MacPherson (Ep. 92)
What does it look like when a financial advisor builds a practice around purpose, not just profit?
Join host Duncan MacPherson as he sits down with Kimberly Safoyan, a 30-year financial advisor and owner of Anchor Wealth Management Group in Palm Desert, California. Kimberly shares how she has built a values-driven wealth management practice focused on philanthropy, community involvement, and purpose-driven financial planning to strengthen client relationships and drive long-term retention. From launching the American Heroes UIT with First Trust to guiding clients through complex life transitions, Kim brings a practical, client-centric approach to modern advisory firms.
Key Takeaways for Financial Advisors:
- Build deeper client relationships through philanthropy
- Differentiate with values-based financial planning
- Strengthen client retention with legacy planning strategies
- Better serve women through divorce and widowhood
- Leverage mentorship to grow advisory teams
- Use technology to enhance the client experience
Kimberly Safoyan demonstrates how top financial advisors go beyond portfolio management by aligning wealth with purpose and delivering a more meaningful client experience.
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