📣 We share with you our participation in the July issue of the magazine The Corporate Reviews. In this opportunity, Luis EguigurenWealth Management executive at Fynsa, writes about this role, and how to differentiate yourself when information abounds and access to products is widely available.
"It's about accompanying people in their most important decisions, helping them define short-, medium- and long-term goals, and structuring their wealth to serve those goals. And when possible, to think about planning that transcends generations, that preserves not only capital, but also purpose."💼📊
📖 You can read the full column (p. 64) at the following link: https://lnkd.in/g9wQjEwi