Search
Close this search box.
Search
Close this search box.
Search
Close this search box.
  • Home
  • 6 reasons to become an investment advisor!

6 reasons to become an investment advisor!

The numerous positive characteristics of asset tokenization in Brazil have shown an important movement: the growing interest of Brazilians in investments. It is in this scenario that the work of the investment advisor becomes so important.

According to a survey carried out by B3, there was a 35% increase in the number of individuals investing in variable income from 2021 to 2022, while fixed income attracted 4 million new investors in the 1st quarter of 2023 compared to the same period in 2022.

With earning opportunities knocking at the door and many doubts, having investment advice is a differentiator – and for many, a promising professional market.

BLOCKBR, a company that develops tokenization infrastructure, will talk about the reasons to be an investment advisor and take advantage of the ever-changing financial world!

UNDERSTANDING THE GROWING IMPORTANCE OF THE INVESTMENT ADVISOR

Despite the growth of the investing population, the investing mentality is something recent and access to financial information is still concentrated in the higher social strata, which creates a distorted concept that investing is for the rich.

This scenario could put the brakes on a potential investor in Brazil who not only boosts people’s quality of life, but also heats up the economy by investing capital in companies.

The investment advisor works on several fronts:

  • It presents the best products for each investor profile;
  • Aligns investments with personal projects;
  • It guides people to diversify their portfolios;
  • Clarify doubts to motivate investment;
  • It demolishes the myth that investing is more about luck than knowledge.

The investment advisor plays an essential role, because the investment market is dynamic and only a small proportion of people are able to keep up with the changes.

Want to know more about the current market for this profession? Download the e-book Investment Advisors of the Future!

1 – EARNING POTENTIAL

An investment advisor earns income through commissions based on clients’ earnings from the assets they manage. In addition, it is possible to sign fixed plus variable remuneration contracts with groups of investors.

With the diversity of investors’ socio-economic profiles and the products available, the gain can be scalable both in terms of the client base and the volume of capital handled.

The good relationship that has emerged in recent years between investors in Brazil and digital assets is in itself a window of opportunity that will expand in the coming years.

Free download - E-book: Investment Advisors of the Future: Tokenization and Earning Opportunities!

2 – GROWING DEMAND

This is a natural effect of Brazilians’ growing interest in investments and this demand is also positive in terms of distribution: different budget levels, investor profiles and available financial products.

The menu will not be limited to traditional financial assets; real estate tokenization will allow small investors to invest in fractions of real estate and make great gains.

Considering that tokenizing everything is a near reality, the demand for investing in real and financial assets, projects, rights, public and private securities will be exponential.

3 – NETWORKING OPPORTUNITIES

The network of relationships is one of the most important professional assets today and with the activity of investment advisor, there is a solid and diverse construction of relationships.

As well as being highly rewarding both professionally and personally, extensive networking is essential for sustainable long-term growth in investment advice.

Do you know what tokenization infrastructure is for the financial market and how it is fundamental for business with transactional tokens? Find out more with BLOCKCBR!

4 – CUSTOMER DIVERSITY

You can find bold clients who invest in shares, moderate clients who move between equities and agribusiness tokens, and conservative clients who focus their earnings on receivables tokens.

With diversity, professionals can direct their strategies according to market trends and, for example, attract investors who want better performing assets in the face of the fall in the Selic rate.

5 – PARTICIPATION AT THE FOREFRONT OF THE FINANCIAL MARKET

Was it possible to imagine, just a few years ago, a person investing just 50 reais in fractions of real estate or agricultural crops and without opening accounts with stock brokers or banks? Imagine the potential for new business with tokens!

As an investment advisor, you are at the forefront of today’s and tomorrow’s transformations and prepared to lead the socio-economic changes they will bring about in societies!

WHY NOW IS THE IDEAL TIME TO BE AN INVESTMENT ADVISOR
Image: Canva

6 – POSITIVE IMPACT ON PEOPLE’S LIVES

In the investment world, people tend to put the success of the advisor down to the profits he makes. However, there is something intangible that makes a big difference: contributing to improving people’s lives.

Seeing the results of efficient investment advice in the realization of investors’ dreams is gratifying and drives the professional to want to transform people’s realities through a strategic relationship with money!

WHY NOW IS THE IDEAL TIME TO BE AN INVESTMENT ADVISOR

With such a dynamic market, where digital assets are democratizing access to the best investments, today is the best time to prepare yourself to be an investment advisor of the future.

The reason is simple: more people want to make money work for them, but they don’t know how and an equally large number lose capital by making the wrong decisions.

In both groups, the central issue is one: a lack of knowledge about how investments work.

The investment advisor shows that risk is inherent in investing, but it is possible to mitigate it as much as possible and increase positive experiences and gains.

People know that money sitting idle is money lost, whether it’s fifty reais or fifty thousand.

The investment advisor prevents them from losing capital simply because they don’t know how to invest!

TOKENIZE ASSETS WITH BLOCKBR AND BOOST YOUR RESULTS!

Tokenization is a reality in the market, with an increasing number of companies and people generating revenue with tokens. Recent actions by BACEN and the digital real are increasing the credibility of the technology.

For the success of your project, it is essential to have an adequate and efficient tokenization infrastructure, comprising:

  • Technical, fiscal and legal feasibility study;
  • Issuance of tokens and smart contracts with transparent governance;
  • Distribution of tokens on a simple and secure sales platform;
  • Efficient and assertive tokenization governance.

Discover BLOCKBR’s infrastructure work for regulated and unregulated markets through an All-In-One platform that offers interoperability between assets and investors.

You don’t want to see your competitor get ahead to make more money.

Or do you want to?

BLOCKBR is a fintech specialized in building infrastructure that allows a simplified migration to tokenization, meeting the needs of a highly regulated environment.

Our main mission is to develop autonomy for the capital market so that it can move, grow and potentially access digital assets. We develop legal and technological solutions that create opportunities and simplify the way in which financial services will operate, from the structuring and new roles of the agents involved to the management and supply of these assets, generating efficiency, lower costs and greater speed of liquidity.

We take care of the entire technological infrastructure for tokenization and regulation, simplifying your life so that you can take care of your customer relationship.

share this content

You might like it too