04Dec2024

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

But let’s take a look through the lens of a wealth management Relationship Managerโ€”someone who, over the years, has 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 handle all that paperwork alone, or should I 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 vibrancy, it might just be time for a decipher successful strategy 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. ๐Ÿ˜‰

Source: LinkedIn

Rating: 5.00/5. From 1 vote.
Please wait...
Evolution of Instinct: Deciphering Successful Strategies Over Time

Get Your Monthly Insights!

* indicates required


Please select all the ways you would like to hear from vapa.ch:

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices.