درباره این اپیزود
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, founder of Anchor Wealth Management Group in Palm Desert, California, and a seasoned advisor within The Wealth Consulting Group (WCG), affiliated with LPL Financial. 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.
Promotions:
- Toolkit CRM by Pareto: www.toolkitcrm.com
- Pareto Systems: Turnkey Advisor Membership
Connect With Duncan MacPherson:
- Website: ParetoSystems.com
- Toll Free: 1.866.593.8020
- Learn More: Schedule a Call
- LinkedIn: Duncan MacPherson
Connect With Kimberly Safoyan:
- LinkedIn: Kimberly Safoyan
- Website: www.Anchor-Wealth.com
- WCG Website: www.wealthcg.com
About Our Guest:
Kimberly Safoyan is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs.
Some of Kim’s achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 – 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MI, NV, NY, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge.
Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and PDHS Foundation board member.
