Wealth with a Purpose with Kimberly Safoyan (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, 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.

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