Kemboi Financial Agency’s Post

Great to catch up with Subhastin Kharag, CFP and find out how he got started in the industry and get his 'top tips for 'entering the high-net-worth market.' 1. How long have you been in the industry and how did you get started? "I started in the business in 2001 after meeting a principle of an MGA who encouraged me to join. Prior to entering the business, I had a consultancy helping businesses to be more efficient operationally and so joining with a focus on the business market came natural to me." 2. What do enjoy most about your job? "Having started as an advisor, I have a tremendous respect for the work that our community does in helping Canadians with mitigating risk, so I love seeing growth, helping to generate growth especially with their brand and the value they bring to their client." 3. What would be your top tip for brokers wanting to enter the high-net-worth market? "I think that there has been a monumental shift in our business since COVID so what was a method to success yesterday is no long applicable… especially as wealth moves hands. There should be more listening, more empathy & move uncovering during the discovery since this can help unlock what independent advisors do best_ solve their concern, facilitate their journeys & creating client advocates. Secondly, get deeper connections within the family, know the dynamics, their concerns & the reason they have built the wealth they have. Lastly think collaborative, what can I bring to the table that will help this family with a multidisciplinary approach.

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🌟 Are you thinking about becoming a business broker? 🌟 As a business professional, I see the exceptional value and potential in this dynamic field. Here's why you should consider taking the leap into the world of business brokering: - **Diverse Opportunities:** Being a business broker opens doors to a wide range of industries and businesses, allowing you to explore various sectors and niches. - **Problem-Solving Skills:** The role of a business broker requires strong problem-solving abilities, critical thinking, and negotiation skills which are essential in today's fast-paced business environment. - **Building Relationships:** One of the most rewarding aspects of this profession is the opportunity to build relationships with clients, understand their needs, and help them achieve their business goals. - **Thrill of the Deal:** The excitement of closing a successful deal and facilitating the transfer of businesses from one party to another is unmatched, and the feeling of accomplishment is truly gratifying. - **Continuous Learning:** The business brokerage industry is constantly evolving, offering endless opportunities for learning and growth, keeping you engaged and motivated in your career. - **Flexibility and Autonomy:** As a business broker, you have the flexibility to create your own schedule, work independently, and manage your workload according to your preferences. - **Financial Rewards:** Last but not least, the financial rewards in this field can be substantial, providing both stability and the potential for significant earnings based on your skills and dedication. In conclusion, becoming a business broker is not just a career choice; it's a journey filled with challenges, opportunities, and rewards. If you're ready to step into this exciting and dynamic profession, the sky's the limit! #BusinessBroker #CareerOpportunity #ProfessionalGrowth #Empowerment #SuccessMindset 🚀

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.

Focusing on a few target markets can help you get more out of your time and energy. Here are 4 ideas around potential target markets.