Dai social a consulente finanziario indipendente | Intervista a Giovanni Setti
Become an independent financial advisor starting with practical training: https://www.consultique.com/it/formaz... Giulia Armellini interviews Giovanni Setti, an independent financial advisor from Parma and a member of the Consultique Network. 00:13 Why did you choose to become an independent financial advisor? 01:10 How important were social media in starting your business? 02:28 Where did you acquire the skills to offer planning services? 04:05 What are the different needs of a small client compared to a more wealthy client? 06:15 Is it possible to operate the business exclusively online? 07:11 What characteristics should a young person who wants to enter this profession have? 09:30 What advice would you give to someone planning to start a business? Register quickly with the OCF Register of Independent Financial Advisors: https://www.consultique.com/it/avvio-... Consultique is the Italian leader in launching and supporting independent financial advisory firms and companies. Subscribe to our channel to hear the stories of fee-only financial advisors and stay up-to-date on all the latest news related to the profession. --- ► Independent financial advisory for private investors: https://www.consultique.com/it/consul... ► Starting out as an independent financial advisor: https://www.consultique.com/it/avvio-... ► 📖The new book "La consulenza finanziaria indipendente" (Independent Financial Advisory) has been published in collaboration with Il Sole 24 Ore. Find it on Amazon: https://www.amazon.it/consulenza-fina... Instagram - https://www.instagram.com/consultique... LinkedIn - / consultique-scf-spa Facebook - / consultique

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