Ep. 32 - Come trovare clienti nuovi, i team di cf e le tutele di Anasf. Seven a ConsulenTia

from Seven · host ADVISOR

Con Giuseppe Gambacorta, Federica D’Aguanno, Irene Molteni, Elisabetta Sala e Chiara Scafuri abbiamo parlato di avvicinamento alla professione di consulente, differenze col passato e aspettative future, creazione di un portafoglio clienti, specializzazione degli advisor e utilità pratica della partecipazione alla vita associativa di categoria. Le interviste sono state registrate a Roma, in occasione del principale evento annuale organizzato dall’associazione italiana dei consulenti finanziari.

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This episode was published on March 25, 2024.

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