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: generation D
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