Assessor de Sucesso
Jansen CostaComo Sócio Fundador da Fatorial Investimentos, um escritório da XP com mais de R$ 3,2 bilhões sob gestão, e com 10 anos de experiência, certificação CFP compartilho insights para você alcançar o sucesso como Assessor de Investimentos.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | assessordesucesso.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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Preço vs Valor: O Verdadeiro Peso de uma Carteira de Clientes na Assessoria de Investimentos
Criação de Valor: Como posso agregar mais valor para meus clientes e não apenas cobrar por meus serviços?
Comissão ou Fee Fixo: Qual o Modelo Certo para sua Assessoria em Investimentos?
Minha versão sobre a grande dúvida do mercado de Assessoria...
Assessor, você ainda passa o dia vendendo? Pare de Vender!
Como assessor de investimentos, você sente que passa muito tempo vendendo produtos financeiros?
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\ud83c\udfc6 + R$ 2,7 bilhões de clientes investidos more
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