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Plánování majetku od A do Z. Proč nepodceňovat strategii a kdy zeštíhlit portfolio? episode artwork

EPISODE · May 28, 2026 · 23 MIN

Plánování majetku od A do Z. Proč nepodceňovat strategii a kdy zeštíhlit portfolio?

from Dvořák & Zedník Wealth Management · host Jakub Dvořák, Jan Zedník

Kolik. Kde. Proč. Jaké má portfolio silné i slabé stránky. Které příležitosti se rýsují na obzoru. A které hrozby je naopak nutné zohlednit. Všechny tyto okruhy pokrývá náš strategický plán, odrazový můstek do spolupráce s každým novým klientem. Proč je pro nás nedílnou součástí úvodního procesu? Jak modelujeme majetkové scénáře? Co všechno klient získá a kolik za to zaplatí? Rozebrali jsme strategický plán od A do Z. 📖 Obsah epizody (0:00) Hledání majetkové mapy (3:06) Rizikový profil (6:53) Status quo jako benchmark (12:35) Proč zeštíhlit portfolio? (16:42) Od analýzy k řešení (19:32) Kolik stojí strategický plán? ✉️ Zaujal vás wealth management a jeho přínosy?Napište nám na [email protected]. Rádi si s vámi naplánujeme nezávaznou úvodní schůzku. 📺 Všechny epizody můžete sledovat také na našem YouTube:https://www.youtube.com/@dvorakzednik

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Plánování majetku od A do Z. Proč nepodceňovat strategii a kdy zeštíhlit portfolio?

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This episode was published on May 28, 2026.

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