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 | 24 | Subscribers | Read | assessordesucesso.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Jornada para Converter Prospects em Clientes
Entenda como focar no processo bem estruturado pode transformar prospects e em clientes.
A Importância da Experiência do Cliente: Um Olhar Estratégico para o Futuro
Como a Experiência do Cliente Pode Transformar Suas Estratégias de Atendimento e Gerar Resultados Sustentáveis
Aprendendo com a Fórmula 1 para gestão de Clientes e seus Investimentos
Como a precisão, a resiliência e a tomada de decisões estratégicas da F1 podem transformar sua abordagem junto aos clientes.
Regra da Transparência: "O Rei está Nú!"
Em meio à nova regulamentação, muitos no mercado veem o modelo de fee fixo como uma solução mais transparente, já que elimina a necessidade de comissionamento por produto.
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Authors
The writers behind this newsletter.
\ud83c\udfc6 + R$ 2,7 bilhões de clientes investidos \ud83c\udfe6 Remessas de Câmbio \ud83c\udfca\ud83d\udeb4\ud83c\udfc3Ironman \ud83c\udde7\ud83c\uddf7 2013|2014 \ud83d\udcb0Invista com a @fatorialinvest
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