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podcast
4 November 2024

Swisspreneur Podcast mit Gzim Hasani: Building A Holistic Financial Advisory Company

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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Timestamps:
02:14Why go into banking in 2008?
10:52Working with college students and retirees
20:00How does smzh make money?
24:41Sponsoring events to acquire new clients
44:20Getting to 60K clients
Author:
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Marija Pandurevic

Marketing Managerin
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