Philip Kim
By Philip Kim 4/30/2020
In times like these, communication with clients and business partners is more important than ever. Early into the onset of the pandemic, I noticed how active our wholesaler partners were with advisors in our office. Nearly every day, we were receiving phone calls and emails from these investment...
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By Philip Kim 2/13/2020
A great session at the recent 2020 NTSA Summit featured speakers who addressed what plan sponsors are concerned about and how to better serve them.
Speakers included Scott Hayes from the advisor side of the industry; Mark Heisler, representing the TPAs; and Jack Towarnicky, coming from the...
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By Philip Kim 12/4/2019
I am the Managing Director of Signature Wealth Concepts, and I served as the Senior Vice President of the Southwest Branch of AXA Advisors for four years before founding my firm. For the past 18 years, I have worked with clients in the K-12 space; and I was able to build a team of advisors who...
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By Philip Kim 3/12/2019
In our business, there are tremendous ups and downs. It’s easy to be happy in your work environment when things are going well — when you’re closing business and clients are saying yes. However, it’s challenging to maintain a positive outlook when things don’t go according to plan.
To help get...
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