IN THE BALANCE: Building tomorrow’s financial experts to drive client success
Description
In the latest episode of In the Balance, host Phil Tarrant speaks with Munzurul Khan, co-founder of KHI Partners, and rising talent Aaron Sim, about navigating the complex world of financial advisory and the importance of building a strong team of experts.
The discussion reflects on the podcast’s first year, highlighting KHI Partners’ growth and diverse services, including financial planning, mortgage broking, insurance, estate planning, and their new property buyer arm led by Ross Le Quesne.
Munzurul emphasises the firm’s philosophy of perpetuity, focusing on long-term growth, nurturing talent, and fostering a culture of camaraderie within the team.
The episode also showcases rising talent, including Aaron, who has transitioned from the fitness industry to mortgage broking, illustrating KHI’s commitment to developing the next generation of financial experts.
Conversations then turn to the property market, with insights on navigating interest rate changes, timing investments, and seizing opportunities in the current economic climate.
Throughout, the hosts emphasise the need for a holistic approach to financial solutions and commitment to client success across multiple advisory areas.
United States
