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.
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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?
- Keep your overhead low – don’t dream too big
- Be focused on your marketing – market your product in a way that’s not expensive
- 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: