E10 S03 - Stephane Curchod und Daniel Rafaniello, AKB - FinanzFabio Podcast

from FinanzFabio - let‘s talk about money · host FinanzFabio

Heute habe ich wieder zwei Ehrengäste der AKB im Studio. Stephane Curchod, Leiter Allfinanz (und somit auch der Finanzplaner) und Daniel Rafaniello, Niederlassungsleiter der AKB in Oberentfelden. Die beiden erklären uns, wie der Ablauf einer Finanzplanung bei der AKB ist, wie Kundenberater und Finanzplaner zusammen arbeiten und wann die Arbeit des Finanzplaners vorerst wieder erledigt ist. Obwohl die Finanzplanungen selbst sehr ähnlich sind, gibt es spannende Unterschiede im Beratungsablauf. In der Folge diskutieren wir über die Endgültigkeit einmaliger Entscheidungen bei der Pensionierung, Vorsorgeaufträge und vieles mehr. Ich danke den beiden Gästen für Ihre Zeit und den spannenden Austausch. Wo du Stephane und Daniel findest: Stephane https://www.linkedin.com/in/st%C3%A9phane-curchod-a23b8388/ Daniel https://www.linkedin.com/in/daniel-rafaniello-08884743/ Dank der Sponsorin dieser Podcast Folge, die Aargauische Kantonalbank. Wichtige Links: www.finanzfabio.ch www.instagram.com/finanzfabio www.linkedin.com/in/finanzfabio/

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This episode was published on October 31, 2021.

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