Monthly Archives: March 2026

Wealth with a Purpose with Kimberly Safoyan – Always On with Duncan MacPherson (Ep. 92)

Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , , , , , , , ,

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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About Our Guest:

Kimberly Safoyan is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs.

Some of Kim’s achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 – 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MI, NV, NY, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge.

Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and PDHS Foundation board member.

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Why Elite Advisors Think Differently Ep. 91

Why Elite Advisors Think Differently (Ep. 91)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , , , ,

Most financial advisors are really good at their job, and that might be exactly what’s holding them back!

Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what the best financial advisors are doing right now to stay ahead in a rapidly evolving industry.

Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on how top-performing advisors are leveraging both technology and human insight to build scalable, enterprise-value businesses.

The conversation explores the widening gap between complacency and ambition, the power of intentional practice management, and why relationship excellence, not technical expertise alone, remains the ultimate differentiator. Jason and Mike also share real-world observations from coaching some of the most sophisticated advisory teams in North America, highlighting the habits, structures, and mindset shifts that separate sustainable firms from stalled practices.

Key highlights include:

  • Why growing “up-market” often starts with refining your top 50 relationships
  • The transition from advisor to CEO, and why delegation unlocks scale
  • How leading teams are using AI to compress time without compromising trust
  • The importance of client advisory councils and feedback loops
  • Why no one wants to buy your job, only your business

This is a practical, forward-looking discussion for financial advisors who want to avoid plateauing, build enterprise value, and design a business that ultimately serves their life, not the other way around.

Tune in for strategic insight, tactical ideas, and a clear roadmap for what’s next in advisory leadership.

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Connect With Mike “Cy” Cajthaml Jr.:

About Our Guests:

Jason Westover has spent over 20 years helping financial advisors, sales teams, and wholesalers perform at their best. After discovering Pareto Systems 15 years ago, he became one of its strongest advocates, using its proven coaching methods to help top performers elevate their businesses. Today he’s also leading conversations on how AI tools can transform advisor effectiveness and client outcomes across the industry.

Jason lives near Kansas City with his wife and three children. Outside of work he’s a competition BBQ cook and Brazilian Jiu-Jitsu competitor.

Mike “Cy” Cajthaml Jr. brings 17 years of financial services experience to his role as a Pareto coach. His background spans insurance marketing, nationwide advisor consulting, and working alongside his father as a financial advisor in Overland Park, KS. That blend of wholesale and retail experience gives Mike a unique perspective in helping advisory firms integrate the Pareto Process and build toward their ideal practice.

Mike lives in Overland Park with his wife Ashley and their two sons, Cameron and Carson. Outside of work he enjoys golf, a good cigar, and cheering on the Chicago Bears.

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