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HOW AND WHY IPLAN IMPLEMENTED NETHUNT CRM WHEN SPREADSHEETS WERE STILL ENOUGH
Sep 26, 2023
Case Study

I help Ukrainian families to achieve their financial goals.
Educate youth to make better financial decisions.
Promote financial wellbeing at the workplace.

Key activity areas:
Retirement, tax, estate planning (iPlan.ua)
Scholars and students financial literacy in Ukraine
The long-term motivation of employees (financial well-being, stock options, profit share)

Interests:
Personal finance and investing
Healthy Lifestyle, sports (football, volleyball, running, swimming, chess)
Business and psychology books
Social Entrepreneurship and impact investing in Ukraine

My social project on financial literacy in Ukraine: http://simeinyi-budzhet.ua/

#FinancialAdvisor
#PersonalFinance
#InvestmentPlanning
#WealthManagement
#RetirementPlanning
#FinancialLiteracy
#FinancialEducation
#MoneyManagement
#EstatePlanning
#TaxPlanning
#FinancialGoals
#FinancialWellness
#FinancialStrategy
#FinancialPlanning
#RiskManagement
#фінансовийрадник
#фінтех
#любовтабюджет
#сімейнийбюджет

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case study