Coffee with Kofi featuring Mimi Gom, Financial Advisor at Lucerna Wealth.

Описание: Today, I’m joined by someone who has devoted her career to guiding people through one of the most important journeys we all take... our financial one.

Mimi Gom, Financial Advisor at Lucerna Wealth, brings deep experience across private banking, wealth management, and holistic financial planning. She’s known for helping individuals and families understand, protect, and grow their wealth with clarity and confidence.

We get into her path into the industry, the values that shape her client relationships, and the mindset shifts that lead to long‑term financial wellbeing. If you’re looking to build stability, make smarter decisions, or feel more empowered about money, Mimi has wisdom worth leaning into.

Grab your coffee and let’s sip into that inspiration.

Key takeaways:

Career Pivot: A Lehman Brothers internship, revealed wealth management as the ideal career path, marrying Mimi's interest in people with the financial markets.

Mindset for Success: Overcame imposter syndrome by reframing mistakes as a novice's learning opportunity and using tools like journaling and mentorship to build confidence.

Financial Mindset: Advises clients to shift from fear to purpose by defining their financial "enough" and adopting a long-term perspective to build their financial dream.

Advice for industry newcomers: Prioritise soft skills like relationship-building and networking, as these human elements are irreplaceable by AI.

Episode resources:

Mimi Gom: www.linkedin.com/in/mimidoo-gom
Speak to Mimi: www.calendly.com/mimi-gom
Lucerna Wealth: www.lucernawealth.com/our-team
Chay Executive Coaching: www.chayexecutivecoaching.com