Timestamps:

2:14 - Why go into banking in 2008?

10:52 - Working with college students and retirees

20:00 - How does smzh make money?

24:41 - Sponsoring events to acquire new clients

44:20 - Getting to 60K clients

This episode was co-produced with ⁠smzh⁠.

About Gzim Hasani:

Gzim Hasani is the CEO of and a partner at smzh, an independent financial advisory company headquartered in Zurich, Switzerland. He holds a MSc in Banking and Finance and started his career working for Credit Suisse and Julius Baer, before venturing into entrepreneurship. In 2018, Hasani left the bank and founded Impegno & Partners, before then taking over smzh in 2019.

smzh’s goal is to join all types of financial advisory in one, thereby truly putting the customer in the driving seat, by allowing him or her to make holistic decisions. They offer advice in the areas of finance and investments, pensions, mortgages, insurance, real estate, and tax and law. smzh’s vision is to offer the best possible advice to all clients.

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