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ConsulenTia, the appointment with financial advisors, is back

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ConsulenTia, the appointment with financial advisors, is back

ConsulenTia, the Anasf event that represents the largest event dedicated to financial advisors, kicks off today. The event, now in its eighth edition, is held in Rome in the setting of the Auditorium Parco della Musica until April 8.

Last year, due to the Covid-19 pandemic, ConsulenTia took place digitally online.

The focus of this year’s edition will be on the National Recovery and Resilience Plan (Pnrr) and will aim to lead to a broader reflection in the debate between institutions, industry and savings professionals. In particular, attention will be placed on three of the six missions identified by the Plan: Digitization, innovation, competitiveness, culture and tourism; Green revolution and ecological transition; Education and research. These are three aspects that closely concern the world of consultancy.

The three days of ConsulenTia will host 53 partner companies, including the main management companies and financial intermediation networks, who will alternate on stage to offer participants training and market outlooks with insights into current issues for the consultant profession financial. At the center of attention will be the theme of teamwork of financial advisors who are confronted with the new opportunities offered by digitization and new technologies.

“This edition will focus on the current socio-political context and will deal with the strategic role of financial consultancy, with a focus on the National Recovery and Resilience Plan (Pnrr), a unique opportunity for the development and growth of our country – says Luigi Conte, president of Anasf -. The themes of ConsulenTia 2022 will focus in particular on the claim “Together is a whole other music”, as we believe that through teamwork we will overcome the challenges of the near future. Human capital will be the basis of the Anasf initiatives in the coming months which will be aimed at the digital-green transition. Financial advisors will play a central role in contributing to the missions of the NRP and to the socio-economic recovery of the country “.

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The appointment will be of particular importance because in such a delicate phase for the financial markets it will address the issue of investments from several different angles. During the more than 20 speeches that are scheduled during the three days, the partners of the event will deal with topics ranging from thematic investments and mega trends of the future, to the role of bonds in the portfolio, up to the opportunities offered by the metaverse and the space economy. , to arrive at portfolio solutions to combat climate change and the effects of a more sustainable approach.

The last day of ConsulenTia will be dedicated to the Anasf conference “The value of financial advice in supporting the Pnrr” which will be held in the morning. Attention will be placed on the strategic role that financial consultancy plays in this new phase of relaunching the national production and financial sector, helping to channel investments towards innovative products, giving impetus to a growth path of the Italian economy that meets the criteria of environmental and social sustainability, and promoting its recovery. The National Recovery and Resilience Plan (Pnrr) will be the starting point for a broader reflection in the debate between institutions, industry and savings professionals.

In the afternoon it will be the turn of the Anasf seminar “Real consultancy in a virtual world” Sergio Sorgi, founder of Progetica, takes you on a journey from the first to the last mile of consultancy, through a comparison between the strengths and weaknesses of direct and digital towards the intermediate and human, which will highlight the need to establish proximity relationships through teams capable of integrating specializations at the service of authentic customer focus.

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