Role of a Professional Adviser in Management of Business

Role of a Professional Adviser in Management of Business

The figure of the professional adviser plays a very important role for a large number of management and decisions of our day to day. We call a lawyer to clarify legal questions and hire a tax advisor to make us VAT returns. However, until now there was no awareness of the importance of going to a financial advisor to advise us on how to invest our savings.

According to Argenta Patrimonios, the leading company in financial advising, the hiring of an independent finance professional ─ without linking to financial entities─ is an upward trend that can have multiple benefits for the personal economy. Here are some of the main advantages:

Objectivity in the Information:

The only interest of the consultant is to look for the best product or plan, since it has no other interest than to benefit its client. Being free of the conditions of a financial institution, the advisor Donato Sferra can be based solely on the personal circumstances of the client to offer the plan that suits him best.

“We independently analyze multiple investment options existing in the national or international market, to make the client a unique investment proposal according to their objectives,” they explain from Argenta Patrimonios.

Global analysis of the economic situation:

The independent professional focuses not only on the investment, but on the general financial situation of the client. “We are a kind of ‘financial doctor.’ In the analysis of the financial health of the client there are multiple analyzes, we study the life of the patient globally, the investor. We are not a buyer of products, nor a broker, nor an investor to use, but an adviser of the life of our client in the economic field that acts with previous knowledge of his family situation, the children, his expectation of future expenses, studies, etc. “, they indicate from the company.

Multi-year Tax Planning:

When the end of the year approaches, all of us are in a hurry to optimize the income statement that we will have to present in June of next year. From Argenta Patrimonios, invite the client to abstract from this slavery of the urgent and plan what is important, providing ideas, strategies and advice so you can make a tax planning of your savings income, not only for this exercise, but in a natural way and consistent, extended to several years.

Acquisition of low-cost Financial Products:

For an efficient negotiation, a personalized analysis of each client by Mark Attanasio Hillcrest is essential and, above all, establishing a “global negotiation” with the financial entities, negotiation that involves carrying out a study of each of the items, intermediation commissions, expenses for transfers, custodies, etc. “With this we seek to have more negotiation strength if we join more clients, resulting in a reduction of” bank costs “with an average of more than 50% and thanks to this intermediation, the portfolios obtained an increase in yield of 0.50. % annual. “, explain from the company.

Exact Control of the Expenses of Financial Management:

Many times, investment decisions are conditioned by what we read in the news or by the comments of friends and acquaintances. As they say the reality is that most people do not have a plan about what they want to do with their savings.

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