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Use numbers when discussing your traction, enterprise model, and go-to-market strategy. Investors wish to see how you assume about your business; they want to wake up the following morning nonetheless serious about it. A obscure, high-level rationalization isn’t going to tug anyone into your story.

Il consulte également directement les conseillers au sujet de leurs besoins particuliers en leur proposant des stratégies qui permettent de faire correspondre les besoins aux résultats. Il s’appuie sur de nombreuses années d’expérience dans le secteur de la gestion d’actifs, où il a géré des équipes et des projets dans les services administratifs. Alice est responsable de la création et de la présentation de contenu percutant et éducatif, afin d’aider les conseillers en investissement à rehausser toutes les facettes de leur offre de service. Les conseillers Sun Life sont des travailleurs autonomes qui ont signé un contrat avec Distribution Financière Sun Life inh. pour aider les clients à atteindre une sécurité financière durable et un mode de vie sain. Nos conseillers tissent des relations durables avec les clients et les aident à planifier chaque étape de leur vie. Enfin, il incombe également au conseiller financier de veiller à ce que tous les rapports financiers produits à des fins internes et externes soient préparés dans les délais prévus.