Case Study: Anna Yen Kim
From Financial Expert to Personal Branding Powerhouse: Anna Yen’s Transformation with Judy Tsuei
Anna Yen, CFA®, is currently a Senior Advisor with Prudent. She began specializing in equity derivatives and alternatives investing, along with portfolio and wealth management over 20 years ago, having held roles at JPMorgan, UBS, and asset management firms.
As founder of personal finance blog, Family Money Map, she has published financial writing on media outlets, crypto platforms, and personal finance platforms like Quicken.
Anna graduated from the M&T program at the University of Pennsylvania, earning dual degrees in computer science and economics from the School of Engineering and the Wharton School. With a passion for special needs financial planning, she advocates tirelessly for her middle child who has Down syndrome. She’s worked in 5 countries and visited 57 (on 6 continents).
“As an entrepreneur and mother, I was preparing for an international move with my family and didn’t know what would be best for all of us — thankfully, I found Judy and did her Channeled Clarity session!
It quickly became clear what was best for all of us. I loved feeling empowered knowing that the answer was always within me. I simply needed someone who has the intuitive powers, interviewing skills, and strategic planning to help me gain a clear picture of the best next steps to take.
This meant that I was able to move my family with confidence and never have to doubt my choice. It was amazing.”
The Challenge
Anna wanted to hire Judy to help with her financial services consultancy business — she’d already worked with a coach, yet wasn’t finding the results fruitful.
She connected with Judy for two key reasons:
Business: Building her personal brand, as well as resourcing Judy’s services for several of her own clients
Consultancy: Working on her mindset from a personal + professional standpoint
The Results
“At first I was a little weary about going over my planned budget to hire Judy, but I am so glad I did! Not only is she extremely reliable and professional, but I was blown away by Judy’s strategic insight into my brand.
She has an amazing gift for asking the right questions to bring out your brand voice. And then she follows it up by executing top notch content strategy.
Brand strategy, email newsletters, content creation, copywriting, you name it — new clients would have to fight me for her time!
I can’t recommend her highly enough!”
