Kim Trinh Wicker

Inquirer
DISC Type : cd

Financial Coach at CSP Financial Group, LLC

Scottsdale, Arizona, United States

Overview

Kim Trinh Wicker is a Financial Coach at CSP Financial Group, guiding families to turn financial stress into strategy. A graduate of Hanover College, she holds Series 65 and insurance licenses and is a candidate for CFP® certification. She specializes in developing sound retirement strategies and educating her clients on financial concepts.

As a first-generation immigrant from Vietnam, her passion for finance was sparked by helping her family navigate business in the U. S. Now a mother to two young boys, she enjoys practicing yoga, tending to her houseplants, and volunteering in her community outside of work.

At age 14, she served as her familys translator, handling everything from catalog orders to real estate contracts.

Personality Overview

Hard To Convince

Demanding

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Immigrant Wealth-Building
Fueled by her family's experience as immigrants, she is passionate about providing the financial "playbook" to help others build wealth.
Retirement Strategies
Her firm specializes in creating sound retirement strategies, a core focus of her professional work as a Financial Coach.
Financial Education
Believes professional guidance isn't just for those with massive portfolios and emphasizes educating clients, stating there are no "asset minimums".

Media Appearances

Kim has no verified media appearances

Work History

1-2024
Financial Coach at CSP Financial Group, LLC
2-2022 - 11-2023
Financial Advisor Coach at Matson Money
9-2019 - 2-2022
Event Manager at Matson Money
7-2019 - 9-2019
Marketing Production Specialist at Matson Money
8-2017 - 5-2019
Landmark Forum Registration Manager at Landmark

Education

9-2003 - 5-2007
Bachelor of Arts - BA from Hanover College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Scottsdale, Arizona, United States Job Level : N/A Designation : Financial Coach at CSP Financial Group, LLC
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Kim

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • Their decision making speed is somewhere in the middle.
  • Can Kim take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Kim

Personality Compatibility


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