Jonas
Plewka
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Network & Wealth

Six Years in Finance

Six Years in Finance

2018–2024 · 1,000+ conversations · Adviser & training coach

What it was

Debeka, MLP, my own firm: six years in which I ran over a thousand conversations — with clients, with the junior advisers I trained, and with partners in the network. That is the basis for the only service I offer in finance: knowing who is right for what. Technically I'm out of that field; the read on people in this industry stayed.

What stuck

After a thousand conversations you can tell within five minutes whether someone is selling a product or understands a situation.

  • Advisory
  • Training