PodKAT | Consórcio como estratégia e planejamento patrimonial, com Marcelo Crispi e Rafael Trevisol

What changes when a consortium ceases to be a standalone product and becomes part of the client's wealth planning? In this episode of PodKAT, Marcelo Crispi, partner and Head of Personal Credit and Consortiums, hosts Rafael Trevisol, partner and private advisor with 26 years of experience in the financial market. The conversation starts from a simple and powerful idea: listening to the client before offering any solution. They discuss routine and discipline in advisory services, the importance of close relationships and in-person visits, and how collaborative work between advisor and specialist expands what the client receives. Along the way, they share real-life cases, including a consortium strategy for a client with assets abroad and an in-person visit that transformed a question into a new contract. A conversation about methodology, listening, and the complete ecosystem that KAT makes available to each client. Chapters: 0:00 Opening 1:02 Routine, active listening, and customer acquisition 2:46 A consortium case with an overseas client 8:20 After-sales service and proximity: the visit that prevented a cancellation 11:32 Building the consortium area from scratch at KAT 13:36 How to identify opportunities in each client 18:03 The KAT ecosystem and the final message Watch the full episode and subscribe to the channel to follow the next ones.