Rodolfo Liccione

Sharpshooter
DISC Type : CD

PERSONAL FINANCIAL ADVISOR at FINECO BANK

Empoli, Tuscany, Italy

Overview

Rodolfo Liccione is a Personal Financial Advisor at Fineco Bank with over 20 years of experience, specializing in creating robust financial portfolios and retirement plans for medical professionals. A CAIA Charterholder and graduate of the Università degli Studi di Firenze, colleagues and clients describe him as competent, professional, and empathetic.

His core philosophy is to be an educator, not a salesperson. He focuses on accompanying people on their financial journey, aiming to make them more aware, prepared, and free in their choices. This mission is driven by a desire to help clients achieve financial serenity through a transparent and personalized relationship.

Motivated by his experience during the 2008 financial crisis, he shifted his career from institutional fund management to directly helping individual savers.

Personality Overview

Precise But Practical

Thorough Evaluator

Fast But Analytical

They are not always relationship oriented.  More than the product, they care about the impact of the product. They like to move fast and expect the same from others.

Topics They Care About

Financial Planning for Doctors
He has a dedicated focus on advising doctors from the Italian National Health Service, helping them navigate unique financial challenges and reduce financial stress.
Pension & Retirement
Many of his public posts and webinars focus on the importance of planning for retirement, especially for professionals who may find public pensions insufficient for their lifestyle.
Long-Term Investing
He advocates for a long-term strategic vision, avoiding market hype and using efficient tools like ETFs to build custom portfolios with a focus on sustainability and transparency.

Media Appearances

Rodolfo has no verified media appearances

Work History

1-2024
PERSONAL FINANCIAL ADVISOR at FINECO BANK
12-2005 - 12-2023
Investment Manager at Fondazione Monte dei Paschi di Siena
6-2009 - 12-2013
Corporate development at SANSEDONI SPA
1-2003 - 12-2005
Financial Analyst at Centro Leasing Banca
4-2001 - 1-2003
Risk controller at ChiantiBanca

Education

11-1994 - 2-2000
Laurea in Economia e commercio from Università degli Studi di Firenze
2008 - 2009
CAIA Member from UniFi by CAIA

More Information

Social Presence :

Prographics :

Exp : 14 Location : Empoli, Tuscany, Italy Job Level : N/A Designation : PERSONAL FINANCIAL ADVISOR at FINECO BANK
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Insights For Selling To Rodolfo

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rodolfo is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rodolfo

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Rodolfo move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rodolfo take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rodolfo

Personality Compatibility


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