By Claudio Pannunzio An old Zen proverb goes like this, “When walking, walk. When eating, eat.” In other words, be mindful and give your whole attention to the task you’re carrying out. Every client interaction provides us with the perfect opportunity to test our ability to be fully engaged and listen mindfully. Listening is a …
Tag Archive: Claudio Pannunzio
Permanent link to this article: https://i-impactgroup.com/blog/?p=155
Advisers overestimate Generation D
Financial advisers are overestimating the average investor’s knowledge of financial markets and this has been reflected in a recent survey by Accenture. And although the survey was conducted in the USA, Claudio O. Pannunzio president and founder of US based i-Impact Group believes the findings have global ramifications, especially in sophisticated mature markets such as …
Permanent link to this article: https://i-impactgroup.com/blog/?p=151
Affluent Clients Active on Social Media
May 21, 2013 Social media is one of the most cost effective and direct ways for advisers to target high net worth individuals, according to one marketing expert.Founder of i-Impact Group, Claudio Pannunzio, said that a recent study of customers in the US with more than $100,000 to invest found that nearly all of them …
Permanent link to this article: https://i-impactgroup.com/blog/?p=139