První klienti a téměř 100 milionů ve správě. Co nás překvapilo na wealth managementu? episode artwork

EPISODE · Apr 2, 2026 · 34 MIN

První klienti a téměř 100 milionů ve správě. Co nás překvapilo na wealth managementu?

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

Šest měsíců. Tak dlouho už jsou služby Dvořák & Zedník Wealth Management k dispozici prvním klientům. Ve správě máme bezmála 100 milionů korun. Za sebou cenný feedback a posílení našich nástrojů i týmu. A před sebou spoustu další práce i vytyčených cílů. Co nás v úvodních měsících nejvíce překvapilo? S jakými klienty jsme se potkali a v čem nám pomohla jejich zpětná vazba? Kde jsme se posunuli a na čem ještě pracujeme? Proč stavíme investiční komunitu? O tom všem je nová epizoda. ✉️ 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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První klienti a téměř 100 milionů ve správě. Co nás překvapilo na wealth managementu?

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This episode was published on April 2, 2026.

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