Who is Sonny?
Sonny Kurmi is a professional who helps clients bridge the gap between where they are and where they want to be. He is an expert in creating plans and strategies that help individuals move closer to achieving their goals. With his experience and knowledge, he helps clients to better understand their future and create a path towards achieving their aspirations. Sonny Kurmi is a true professional who takes pride in his ability to help others achieve their dreams.
Key Takeaways
[00:02:29] Helping clients bridge gap between goals & reality.
[00:03:28] Speak to financial professionals or read books.
[00:07:46] Teen job offer leads to career magic.
[00:10:20] Interview with "Sonny" from Sonny, appreciated.
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Transcript
Note, this was transcribed using a transcription software and may not reflect the exact words used in the podcast)
SUMMARY KEYWORDS
Lloyd's TSB, accountancy, finance, financial advice, financial advisor, goals, budgeting, client conversations, family background, networker, business advice, LinkedIn, unqualified help, problem-solving, Google, Netflix, financial triangle, Money Explained.
SPEAKERS
Sonny Kurmi, Stuart Webb
Stuart Webb [00:00:21]:
Hi, and welcome back to It's Not Rocket Science five Questions Over Coffee. Are Am here with my coffee mug. I'm here with Sonny. Sonny Comey is sonny is a great networker and a financial charter planner and he has got some great advice for businesses. And so Sonny, we're going to spend 5 minutes now talking to you about your business and about how you help businesses. So welcome to it's not rocket science. Five questions over coffee. Sunny.
Sonny Kurmi [00:00:47]:
Well, thank you. Good morning. Thank you for opportunity, Stuart. Appreciate it. Of course. Nervous as well, which is always good, isn't it?
Stuart Webb [00:00:58]:
It's just the internet. Tell me, what are the things that you help your customers do?
Sonny Kurmi [00:01:06]:
Ultimately, I think literally in a sentence it would be be less scared and in more control of their financial future. In a nutshell, that's exactly what I do in one sentence.
Stuart Webb [00:01:22]:
Okay, and what are the problems that the businesses you help have made? What have they tried to do without getting the help that you provide them with?
Sonny Kurmi [00:01:35]:
I think the problem that they make probably would probably more so be speaking to unqualified family members, relatives, friends, or using the likes of Google to try and understand what their problem is. Two, how to resolve it with things like Google or whatever it may be. It will only answer the question that you've asked. But if you don't know what question that you need answering, how are you going to get the answer? Does that make sense?
Stuart Webb [00:02:17]:
Yeah, the problem is that the answer is very much dependent upon the right sort of question, isn't it? And you need somebody with experience like you to ask the right question, don't you?
Sonny Kurmi [00:02:29]:
That's exactly it, isn't it? It's about having that conversation, because sometimes for the clients themselves, you've got to sit down with them and actually get them to start thinking about what is it that they want to achieve and then understand where they are today and then kind of bridge that gap or at least create the plans to at least move them one step closer. But I'd say, yeah, most individuals probably don't know what they want to be doing in 10, 20, 30 years down the line. And that's kind of like where I come in and other furniture devices as well. It's by helping them understand the future where we are today. And then we're obviously in between the planning approach.
Stuart Webb [00:03:11]:
Okay, I get it sonny, there must be something, some valuable piece of advice, something you can give people now that will help them to understand that without sort of get them started on that journey of understanding how they do that and build their wealth portfolio.
Sonny Kurmi [00:03:28]:
Yeah, no, of course. Ultimately I would always be an advocate of speaking to professionals. Now one thing that I think is quite important to mention here is there are a number of different types of financial advisors. They all get paid in different ways but ultimately having a conversation with someone is free. There will be people that your friends know, your family know, pick up the call and just say, look, ultimately I wanted to get more control over my finances or start saving for the future, whatever it may be. But I don't know where to start a conversation with someone that's a qualified professional will always be able to assist in regards to getting the ball moving. But if someone wants to do it off their own back, there's a number of different books that one can read. There's a lot of information and resources. You see the word I used, there was information and resources that are out there and that might give you a great understanding of exactly what is planning, what is finance, what is debt, what is budgeting, what is savings, what's investments. You can get bombarded. But it all comes down to time. It all comes down to what you're trying to achieve. Why is it important for you today? And how much time have you got to allocate it to that time?
Stuart Webb [00:04:54]:
Brilliant. Look, there must be a book or a course or something that you took or read which really sort of started you to understand your journey. What is that thing that you can recommend to the audience that might help them to understand how they should be putting their financial future ahead of whatever else they're doing at the moment?
Sonny Kurmi [00:05:13]:
Yeah, no, one of the concepts is a quite good one, actually. It always stays with me and it is fairly textbook, but it's still quite relevant in today's world that we live in. It's the financial triangle. That's something that people can just quickly research and it will show you the hierarchy as the pyramid gets to the top. What you should be thinking about later down life, what you should have, ie. Your foundations. That's a great concept to potentially follow here. I say it ultimately to be the right thing for the right person. But something that I've watched, which was I find quite interesting, especially for people that want to just get a quick overview of certain areas or finance is a program called Money Explained Netflix. They've got three different series and that is quite fascinating, I have to admit. That was quite good because it's 20 minutes per clip and it gives you just a little bit of an understanding of that one topic and the world that we live in today. So those two things I would say go and see, go and view. I think it will definitely add value to who you are.
Stuart Webb [00:06:40]:
That's the first time anybody's mentioned Netflix on it's. Not rocket science. Five questions of coffee. So well done to you, Sonny, for bringing us something new on that one, Sonny. But in terms of other things, there must be one other question that you're thinking at the moment I should be asking you that I haven't. So what's the question and please answer it for us.
Sonny Kurmi [00:06:58]:
What's the question? And please answer it for us. I'd probably say, how did I get into what I did today? And why do I do what I do? It's probably the question that I think you haven't asked me, but I think it could be of value. So the first part of me answering my own question here is how did I get into the industry? Or how did I get into what I do today? The simple answer is family. My family background is finance. I actually started in the financial services industry at the age of 16.
Stuart Webb [00:07:39]:
Wow.
Sonny Kurmi [00:07:40]:
I actually do my work experience at the age of 15.
Stuart Webb [00:07:43]:
And you're only 21 now, of course.
Sonny Kurmi [00:07:46]:
You're so kind, but no. Yeah, no. I did my work experience at the age of 15 at Lloyd's TSB in halfship. And I got on quite well with the local regional director. And he offered me a job near enough, the day I turned 16. Day after, shall I say. And that's exactly what I did. I worked for Louis CSB, my first ever job, at the age of 16, the day after my 16th birth, should I say. And that's how I got into the industry. I studied. I did account and finance at university. Hated the accountancy side, but loved the finance side, which is great. I've ended up in Abu Dhabi, Dubai, my first job after university. And again, that was doing financial advice. And that's how I got into what I do today in terms of the job that I do today. So I was quite lucky. At the age of 20, I knew what I didn't want to do. I e accountancy and go down that route. And I did know what I did want to do for a lifetime and was to become a financial advisor. Why do I do it? I'm able to change people's lives. And that feeling so that feeling of being able to assist people either move one step closer to their goals or achieve their future goals, that feeling is just I don't think there's no words that can explain that. It's like magic. That's the way I can explain it. I can do magic in some senses. I can help people by achieving their goals or move one step closer, giving them information that's simple and easy to understand and changing their lives. But that's quite cool.
Stuart Webb [00:09:31]:
I like that. I like that a lot. Sonny, where can people find you to find out more information? And there must be a LinkedIn profile or something that people can follow your activities. And actually, I've got to admit, I love following your activities. You have a great daily three things I did doing today or did yesterday that you post every day, which I think is just a great thing to follow. So where can people find you?
Sonny Kurmi [00:09:55]:
Yeah, like you said, I am on social media. i.e. LinkedIn. I'm on LinkedIn. I have a website. I'm on Google. My business google? Yeah. I mean, there's a number of different ways that people could find me, but I'd say, yeah, LinkedIn website, google either my company name or my name and I should pop up.
Stuart Webb [00:10:20]:
So that's Sonny. Sonny Kurmi Sonny. Brilliant stuff. Thank you so much for spending a few minutes with us. I'm just going to pop up now. Look, if you would like to hear about more of what we're sort of doing here on It's Not Rocket Science Five Questions. Have a copy, get onto the newsletter. It's as https link the complete approach Co UK newsletter. Follow everything we do. We'll have more great guests like Sonny in a week or so time. Sonny, thank you so much for spending some time with us. Really appreciate it. Lovely.
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