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Todd Kim

Episode 88: Begin with the end in mind, with Todd Kim.


Todd Kim has helped personal clients, business owners, professionals and financial institutions reach and maximize their financial goals for over 20-years. As a trusted financial advisor, Todd has worked with many retirees and pre-retirees in the construction and implementation of secure retirement income plans avoiding risks and maximizing full income potentials. Todd is considered a specialist in his field, coaching and training other advisors and financial and legal professionals seeking direction in the design and execution of well-crafted, defined benefit plans.

Click to tweet: Todd Kim shares his outstanding experience and insights on Onward Nation!

 

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Secret – timesaving technique

Todd visualizes what will happen each day – focus on the outcome. ONWARD!

Daily habit that contributes to success

Separate your negative energy – Todd uses visualization to achieve objectivity.

Could have ruined your business – but now – an invaluable learning experience

Todd lost 70-80% of his business fast – and Todd tells the whole story here.

Most critical skill you think business owners need to master to be successful

“Have a good succession plan in place – have a strong retirement cash flow.”

Most influential lesson learned from a mentor

“Do the job right the first time – put yourself in the place of the business owner.”

 

Final Round – “Breaking Down the Recipe for Success”

 

What systems would you go back and put into place sooner?

I would have put in a higher quality system of checks and accountability – define roles and responsibilities.

What one strategy or “recipe” would compound into big wins for business owners?

Consistently survey your clients – find out what they’re interested in.

How to exceed expectations and add the most value?

An individual would focus, focus, focus – and give them a permission slip to give complaints without penalty.

What strategy would you recommend new business owners focus on to best ensure success?

  1. Keep your overhead low – don’t dream too big
  2. Be focused on your marketing – market your product in a way that’s not expensive
  3. Be in tuned with what your clients want – what they want may be different than what they say they want

How best to connect with Todd:

 

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