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Results: 4

7 ways a financial advisor is like a soccer player

Carina Madrid; Christian Salandin

Sep 1, 20226 min

7 ways a financial advisor is like a soccer player

Salandin combines his two passions: scoring goals and benefiting clients.
Mind of the millennial

Alain Pérez Munoz

Sep 1, 20235 min

Mind of the millennial

Pérez develops strategies to reach his target market and match his service with their concerns.
I’m new in this market; what should I do?

Mariant Navarro Protzel

Mar 9, 20235 min

I’m new in this market; what should I do?

Navarro Protzel shares how she started from scratch in a new country.
Connecting through technology

Carina Madrid

Dec 25, 20214 min

Connecting through technology

Grech emphasizes efficiency and clarity as he expands his clientele.