Everon AG

In today’s competitive landscape, mastering customer acquisition is essential for financial advisors to attract clients. Whether you're seasoned or new, understanding effective strategies to engage potential clients is crucial. Check out our latest blog for insights on building trust, leveraging technology, and tailoring your outreach to meet today’s client needs. 👇 https://lnkd.in/eq3StFsv

💡 Maximizing Your Investments by Saving Taxes in Switzerland 💡 Did you know that optimizing your investment strategy can lead to significant tax savings in Switzerland? By carefully selecting tax-efficient investment choices and understanding the nuances of Swiss tax laws, you can enhance your returns and grow your wealth more effectively.  https://lnkd.in/eP8rbrMF

💻 Starting a new business can be overwhelming, even for experienced financial advisors. Having the right tools and technologies is crucial for efficient operations. Check out our latest blog post where we discuss the essential tools for financial advisors: from custodians and portfolio management software to CRM systems and compliance solutions, these tools enhance client service and optimize processes. Read more now! 👉 https://lnkd.in/eAVYajDn

🚀 Our in-house built platform offers a comprehensive suite of tools for financial advisors. In our latest release, we've introduced an Investment Calculator feature that visually illustrates the differences between various strategies, including risk levels, investment amounts, monthly deposits, and more. This feature makes it easier and faster for advisors to discuss options with clients and help them make informed decisions. 🤝💡

Check out this new blog post on how to become a financial advisor in Switzerland! 🇨🇭 If you're fascinated by finance and want to help others achieve their financial goals, this guide is for you. Learn about the essential qualifications, training paths, and legal frameworks you need to navigate. Discover the exciting career prospects, earning potential, and tips to start your journey in this dynamic field. 🚀 Read more to find out how you can build a career as a financial advisor in Switzerland! 🌟 https://lnkd.in/dbMrhvPG

🌐 In our latest Market Update, we reflect on the impact of escalating conflicts in Gaza and Ukraine on global oil prices, European security, and market volatility. We also explore the significant outcomes of the recent European Union elections, which have reshaped the political landscape and influenced key policies on economic recovery, immigration, and climate change. Read more here 👉 https://lnkd.in/exqvnyKb

Many people often forget about their vested benefits assets, especially foreign employees who are permanently leaving Switzerland. To address this, we have introduced a new feature on our platform: an automatic search for vested benefits funds. Our partners can now easily fill out their clients' information and sign everything digitally, saving time and eliminating the need for burdensome paperwork. 👊

Wir freuen uns auf die Zusammenarbeit! 🙌

📈 May Market Update Insights 🌍 Geopolitical tensions and new US tariffs on Chinese products caused market volatility. The Fed held rates steady, while the ECB hinted at rate cuts. US GDP growth revised to 1.3%, slight disinflation noted, and Europe's economic activity improved. Global equities surged, led by tech and utilities, with positive performance in bond markets. Read more here 👉 https://lnkd.in/eCYfH58W

🚀 New Blog Post: The Advantages of AMCs for Investors 🚀 Actively managed certificates (AMCs) have been growing in popularity in recent years. This trend is driven by the expanding offerings from wealth managers and the numerous benefits AMCs provide. Read more in our blog post and discover the potential of AMCs. #Investing #Finance #WealthManagement #AMCs https://lnkd.in/eAWiYTSE