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How do you grow a solo advisory firm?
Asset Managers shouldn’t get into Blockchain
Lorenzo Delzoppo has helped many blockchain and fintech startups to launch their products. He is a true compliance veteran in the industry. Among many other ideas, he thinks asset managers should not be using crypto currency as an investment tool, as it was ideated as a transactional one.
Read MoreFees or no fees: that is NOT the question anymore
In this chat with veteran Daniel Canel, we spoke about his vision for the future of wealth management: one in which companies focus on launching niche products that are highly personalized for the needs and interests of their clients.
Read MoreThe forgotten one in technology projects
Jaime is a veteran of the identity verification and AML technology industry that is for once, paying the same attention to the client as he does to the back office.
Read MoreWhat is happening in Miami?
Endeavor is a recognized organization in Latin America that has been extremely successful at helping entrepreneurs succeed.
Read MoreLa creatividad no se puede automatizar
Con una trayectoria creativa de décadas, y ahora a la cabeza de las campañas globales de Coca Cola, Horacio ha aprendido que mientras casi todo en el proceso de marketing se ha automatizado, la creatividad sigue siendo una capacidad puramente humana y difícil de encontrar. En este episodio, examinamos las claves para generar crecimiento en…
Read MoreBanking happens exactly where the client is – German Pugliese
German has been helping banks innovate in their digital service offering since before they even understood the need for clients to have access to their accounts online.
Read MoreIdeas de Marketing para el sector financiero en la era digital – Eleazar Garzón
En esta edición, Eleazar Garzón y Alejandra Slatapolsky ofrecen su mirada sobre la implementación de ideas, técnicas y estrategias de marketing en el sector de asesoría financiera, especialmente las herramientas digitales y la manera de enfocarlas para ofrecer una experiencia óptima al cliente, a la par de mejorar la competitividad y facilitando el acceso a…
Read MoreNiche Financial Advisory – Mauro Cognetta
Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment…
Read MoreFrom Corporate America to Entrepreneur: What many don’t talk about – Habib Moudachirou
Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not…
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