23Apr2024
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Evolution of Instinct: Deciphering Successful Strategies Over Time

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

During my stint at a fancy US investment firm, with CEO merry-go-round that spun faster than my coffee went cold, I observed quite a bit. Some from their shining moments, and some from… let’s just call them the CEOs’ “learning opportunities.”

But let’s take a look through the lens of a wealth management Relationship Manager. Someone who, over the years, discerned the gap between brilliant ideas and the “Let’s never do that again” moments. It’s amusing how some theories sound from managers who seemingly have never been in a client acquisition chat.

Then, there is that moment when the Senior Relationship Manager thinks, “I could do this better. Maybe even with fewer daily coffees.”

So, the question is: Should I go solo with all that paperwork? Or join an established wealth manager who truly knows the ropes?

One thing’s for sure: If you feel the itch to end your working chapter with an entrepreneurial vibrance, it might just be time for a move. And between you and me, It’s never too late for a new adventure. Or, at the very least, a better coffee than the one from the vending machine down the hallway. 😉

Source: LinkedIn

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Evolution of Instinct: Deciphering Successful Strategies Over Time

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