Today, professionals who advise companies, entrepreneurs or people face a different demand: their clients are no longer just seeking to resolve what is urgent, but rather to plan for the future. In a country like Argentina, where economic volatility is constant and conditions change from one month to the next, incorporating financial planning into the service portfolio became a concrete opportunity to differentiate and grow.
It is not about changing activities, but about adding a tool that enhances what they already do. Whoever offers this service can accompany their clients in investment decisions, capital protection and estate planning, also accessing updated financial information and constant training.
Cases such as those of Sebastián Attadia, founder of 741 Consulting, and Mariela Campos, partner of Estratexia, clearly demonstrate this. Both come from the world of business consulting, where they advise companies on management and strategy. By incorporating financial planning into their offering—with constant training and professional support—they were able to expand their proposal and strengthen their relationship with their clients. Today they can accompany you not only in business efficiency, but also in the growth and protection of your assets in the long term.
This trend also drives new ways of working together. Some professionals choose to train and educate themselves as financial advisors, while others establish strategic alliances to complement their services. In both cases, the benefit is clear: a new line of business and greater proximity to your customers.
Financial planning is a natural evolution of professional advice. It helps anticipate decisions, organize resources and generate trust. Incorporating it is not adding work, it is adding value.
By Mariano Ricco
Team Coordinator – Sequiro Finance
CNV Mat. 2365 – SSN Mat. 107249
+54 11 3143-0206
[email protected]
@mr_asesoriafinanciera
Sebastian Attadia – @741consulting
Mariela Campos – @marieteasesora
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