{"id":2983,"date":"2024-06-21T15:00:00","date_gmt":"2024-06-21T15:00:00","guid":{"rendered":""},"modified":"2026-06-28T23:50:34","modified_gmt":"2026-06-28T23:50:34","slug":"cuentas-de-inversion-en-mexico-crecen_0384823241","status":"publish","type":"post","link":"https:\/\/entrepalabrasmxdigital.com\/?p=2983","title":{"rendered":"Cuentas de inversi\u00f3n en M\u00e9xico crecen m\u00e1s de 1000% en solo 3 a\u00f1os: asesores financieros la clave"},"content":{"rendered":"<p><span style=\"font-family: arial;\"><br \/><\/span><\/p>\n<table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" class=\"x_mcnTextBlock\" style=\"background-color: white; border-collapse: collapse; color: black; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant-alternates: inherit; font-variant-east-asian: inherit; font-variant-numeric: inherit; font-variant-position: inherit; font-variation-settings: inherit; line-height: inherit; min-width: 100%; width: 100%;\">\n<tbody class=\"x_mcnTextBlockOuter\">\n<tr>\n<td class=\"x_mcnTextBlockInner\" style=\"padding-top: 9px;\" valign=\"top\">\n<table align=\"left\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" class=\"x_mcnTextContentContainer\" style=\"border-collapse: collapse; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; max-width: 100%; min-width: 100%; width: 100%;\">\n<tbody>\n<tr>\n<td class=\"x_mcnTextContent\" data-ogsc=\"rgb(117, 117, 117)\" style=\"line-height: 19.5px; padding: 0px 18px 9px; word-break: break-word;\" valign=\"top\">\n<h3 data-ogsc=\"rgb(68, 68, 68)\" style=\"color: rgb(68, 68, 68) !important; line-height: 33px; margin: 0px; padding: 0px; text-align: center;\"><span style=\"font-family: arial; font-size: small;\"><br \/><\/span><\/h3>\n<ul style=\"color: rgb(117, 117, 117) !important;\">\n<li style=\"text-align: left;\"><span style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial;\"><b><i>Se estima que en M\u00e9xico solo hay un asesor financiero para cada 900 mil habitantes.<\/i><\/b><\/span><\/span><\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial;\"><b><i>Los asesores financieros son clave para las inversiones; en pa\u00edses como Estados Unidos o Brasil han sido una pieza fundamental para lograr el bienestar financiero y el crecimiento econ\u00f3mico de la poblaci\u00f3n<\/i><\/b><\/span><\/span><\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial;\"><b><i>Un asesor financiero puede a\u00f1adir hasta un 3% de rendimiento anual al valor de la cartera del inversionista<\/i><\/b><\/span><\/span><\/span><\/li>\n<\/ul>\n<div><\/div>\n<div><span style=\"font-family: arial;\"><b><\/p>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a href=\"https:\/\/blogger.googleusercontent.com\/img\/b\/R29vZ2xl\/AVvXsEgJYYBwEYbN2ZxMxx_aOkSPniY0w7KrlV0PrBK8ObESJwS6ii7Xn_dfVEvHTmdCY_Om99LIVChVPGNu_0P0DpxY3M-Agy6Q5k4goL0s-Zr0TKjzdqFK-w-MFr-Azy4kGS_Q884IK88z4TA9n11VwCctqDK4ijnWLqCQ837RclaQn17h_k4PTUP61okfrRY\/s4883\/62e9ebf2-8c3e-e9bc-2e82-9290d585d6b4%20(1).jpg\" imageanchor=\"1\" style=\"margin-left: 1em; margin-right: 1em;\"><img fetchpriority=\"high\" decoding=\"async\" border=\"0\" data-original-height=\"3255\" data-original-width=\"4883\" height=\"213\" src=\"https:\/\/entrepalabrasmxdigital.com\/wp-content\/uploads\/2024\/06\/62e9ebf2-8c3e-e9bc-2e82-9290d585d6b4-1.jpg\" class=\"wp-image-2984\" width=\"320\" \/><\/a><\/div>\n<p><i><br \/><\/i><\/b><\/span><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" class=\"x_mcnTextBlock\" style=\"background-color: white; border-collapse: collapse; color: black; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-variant-alternates: inherit; font-variant-east-asian: inherit; font-variant-numeric: inherit; font-variant-position: inherit; font-variation-settings: inherit; line-height: inherit; min-width: 100%; width: 100%;\">\n<tbody class=\"x_mcnTextBlockOuter\">\n<tr>\n<td class=\"x_mcnTextBlockInner\" style=\"padding-top: 9px;\" valign=\"top\">\n<table align=\"left\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" class=\"x_mcnTextContentContainer\" style=\"border-collapse: collapse; font: inherit; max-width: 100%; min-width: 100%; width: 100%;\">\n<tbody>\n<tr>\n<td class=\"x_mcnTextContent\" data-ogsc=\"rgb(117, 117, 117)\" style=\"color: rgb(117, 117, 117) !important; font-size: 13px; line-height: 19.5px; padding: 0px 18px 9px; word-break: break-word;\" valign=\"top\">\n<div style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; text-align: justify; vertical-align: baseline;\"><\/div>\n<div style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; text-align: justify; vertical-align: baseline;\"><span style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><br \/><\/span><\/span><\/span><\/div>\n<div style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; text-align: justify; vertical-align: baseline;\"><span style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\">En M\u00e9xico, las cuentas de inversi\u00f3n han crecido m\u00e1s del 1000% en los \u00faltimos tres a\u00f1os, seg\u00fan datos de la Comisi\u00f3n Nacional Bancaria y de Valores (<\/span><a data-auth=\"Verified\" data-linkindex=\"0\" data-ogsc=\"rgb(0, 124, 137)\" href=\"https:\/\/na01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Feurekandco.us11.list-manage.com%2Ftrack%2Fclick%3Fu%3D01b51540ab91c7961ceb39d7e%26id%3D8d830b71e3%26e%3Da11eead09d&amp;data=05%7C01%7C%7C698d8f7bd8fc461da2c408db8ede65f1%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638260858071047880%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=CFY6NTrTIgclbTv%2FhU%2B6zmbBjnX3%2FzLnebX9Uh7zDc4%3D&amp;reserved=0\" originalsrc=\"https:\/\/eurekandco.us11.list-manage.com\/track\/click?u=01b51540ab91c7961ceb39d7e&amp;id=8d830b71e3&amp;e=a11eead09d\" rel=\"noopener noreferrer\" shash=\"t3BtWzfMgfkhSpbw7dDQ\/Wrfb4+gggwlD8fFfLtcBvmfPgDxN1UsPVvwhV2TpTCxDXqHwps+dCDYQt10ejy1WCNjoQG6b041WQ\/iYceU7e2U5eqXbJi9+Bz\/MzVn\/Xiema35Gbh\/l5dWATZhcjEdJk+4W0cQRYPkPiF81tQnKDA=\" style=\"border: 0px; color: rgb(0, 124, 137) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\" target=\"_blank\" title=\"Protegido por Outlook: https:\/\/eurekandco.us11.list-manage.com\/track\/click?u=01b51540ab91c7961ceb39d7e&amp;id=8d830b71e3&amp;e=a11eead09d. Haz clic o pulsa para seguir el v\u00ednculo.\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\">CNBV<\/span><\/a><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\">). A pesar de este incremento, la proporci\u00f3n de asesores financieros por habitante sigue siendo notablemente baja, con un asesor por cada 900,000 habitantes.<\/p>\n<p><strong>GBM<\/strong>, instituci\u00f3n financiera l\u00edder en el sector de inversiones,<strong>&nbsp;subraya la importancia crucial de la figura del asesor financiero.<\/strong>&nbsp;La percepci\u00f3n com\u00fan suele centrarse en que el valor de un asesor se mide por su capacidad para seleccionar las inversiones con los mayores rendimientos, sin embargo, esta visi\u00f3n es limitada y no refleja la verdadera propuesta de valor que un asesor financiero puede ofrecer.<\/p>\n<p><em>\u201cAl igual que un m\u00e9dico es fundamental para el bienestar de la salud f\u00edsica de una persona, un asesor financiero es clave para el bienestar financiero de un individuo o empresa. No obstante, en M\u00e9xico, la funci\u00f3n de un asesor financiero es a menudo mal entendida. El verdadero valor de un asesor financiero va mucho m\u00e1s all\u00e1 de simplemente seleccionar las inversiones de acciones y bonos\u201d. El valor est\u00e1 en ayudar al cliente a construir un plan de inversi\u00f3n de acuerdo con sus objetivos y tolerancia al riesgo\u201d<\/em>, menciona&nbsp;<strong>Juan Carlos Herrera, Chief of Advisory and Investment Solutions en GBM.<\/strong><\/p>\n<p>La estrategia de un asesor financiero efectivo es multifac\u00e9tica y se centra en varios aspectos cr\u00edticos como son:<\/span><\/span><\/span><\/div>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Manejo de inversiones:&nbsp;<\/strong>Un asesor puede proporcionar una&nbsp;<strong>orientaci\u00f3n informada<\/strong>&nbsp;para seleccionar y gestionar inversiones que se alineen con los objetivos de cada persona, considerando factores como el riesgo, el rendimiento, y el plazo de inversi\u00f3n.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Planificaci\u00f3n financiera:&nbsp;<\/strong>Los asesores ayudan a los inversionistas a<strong>&nbsp;identificar sus metas financieras y a dise\u00f1ar una estrategia<\/strong>&nbsp;que les permita alcanzarlas. Por ejemplo, los objetivos de corto plazo como ahorrar para un auto pueden requerir inversiones m\u00e1s seguras y l\u00edquidas, mientras que los objetivos a largo plazo como la jubilaci\u00f3n, pueden beneficiarse de inversiones con mayor rendimiento a largo plazo.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Coaching de comportamiento:&nbsp;<\/strong>Los asesores pueden proporcionar un valor significativo ayudando a los inversionistas a&nbsp;<strong>mantener una perspectiva a largo plazo y un enfoque disciplinado&nbsp;<\/strong>en su estrategia de inversi\u00f3n.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Ubicaci\u00f3n de activos:&nbsp;<\/strong>La colocaci\u00f3n estrat\u00e9gica de inversiones en cuentas gravables o exentas de impuestos puede generar ahorros significativos en impuestos.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Implementaci\u00f3n rentable:&nbsp;<\/strong>Los asesores pueden agregar valor mediante la implementaci\u00f3n de&nbsp;<strong>carteras con productos de inversi\u00f3n eficientes<\/strong>&nbsp;en cuanto a costos.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Rebalanceo:&nbsp;<\/strong>Los asesores financieros&nbsp;<strong>peri\u00f3dicamente ajustan la cartera<\/strong>&nbsp;para mantener el perfil de riesgo y retorno deseado.<\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"text-align: justify;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\"><strong>Estrategia de gasto:&nbsp;<\/strong>Los asesores financieros pueden ayudar a&nbsp;<strong>determinar una estrategia \u00f3ptima de retiro de fondos<\/strong>&nbsp;para minimizar los impuestos pagados a lo largo de la vida del inversionista.<\/span><\/span><\/li>\n<\/ul>\n<div style=\"border: 0px; color: inherit; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-size: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; text-align: justify; vertical-align: baseline;\"><span data-ogsc=\"rgb(0, 0, 0)\" style=\"border: 0px; color: rgb(0, 0, 0) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\"><span style=\"font-family: arial; font-size: small;\">Para cuantificar el impacto que tiene la asesor\u00eda financiera, recientemente Vanguard realiz\u00f3&nbsp;<a data-auth=\"Verified\" data-linkindex=\"1\" data-ogsc=\"rgb(0, 124, 137)\" href=\"https:\/\/na01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Feurekandco.us11.list-manage.com%2Ftrack%2Fclick%3Fu%3D01b51540ab91c7961ceb39d7e%26id%3Da8bd9f3243%26e%3Da11eead09d&amp;data=05%7C01%7C%7C698d8f7bd8fc461da2c408db8ede65f1%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638260858071047880%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=UY%2Fv11qcggcW3YOr6w0rw3mvynSe7gNRNuE1cDay%2BfQ%3D&amp;reserved=0\" originalsrc=\"https:\/\/eurekandco.us11.list-manage.com\/track\/click?u=01b51540ab91c7961ceb39d7e&amp;id=a8bd9f3243&amp;e=a11eead09d\" rel=\"noopener noreferrer\" shash=\"IH4QLfl+iwEUjig\/W2PR5i1cE1ed\/S4XBD0OpJ\/sUntuOlwUiPJkFb7sMmO3ZDI\/hKwJpn9FqBYMj3m6lNZC5zzz0mh1LtGQbrscpbUSW4FGHiTxTuq3BsD55c67LvEEVesh61WN05Y+ZUkiZMrW+b+PuwO\/7XwNycb\/XaMkyjA=\" style=\"border: 0px; color: rgb(0, 124, 137) !important; font-feature-settings: inherit; font-kerning: inherit; font-optical-sizing: inherit; font-stretch: inherit; font-style: inherit; font-variant: inherit; font-variation-settings: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;\" target=\"_blank\" title=\"Protegido por Outlook: https:\/\/eurekandco.us11.list-manage.com\/track\/click?u=01b51540ab91c7961ceb39d7e&amp;id=a8bd9f3243&amp;e=a11eead09d. Haz clic o pulsa para seguir el v\u00ednculo.\">un estudio<\/a>&nbsp;mostrando que&nbsp;<strong>un asesor financiero puede a\u00f1adir hasta un 3% de rendimiento anual al valor de la cartera del inversionista<\/strong>. Aunque un incremento del 3% puede no parecer significativo en el corto plazo, el impacto compuesto de este aumento es enorme con el paso del tiempo.<\/p>\n<p><em>\u201cPodr\u00edamos poner el ejemplo de una inversi\u00f3n inicial de $100,000 que crece al 5% anual y que se convertir\u00eda en $265,330 despu\u00e9s de 20 a\u00f1os. Sin embargo, si esa misma inversi\u00f3n creciera al 8% anual (5% m\u00e1s el valor adicional del 3% proporcionado por el asesor), se convertir\u00eda en $466,096 despu\u00e9s de 20 a\u00f1os. A 30 a\u00f1os, la diferencia es a\u00fan m\u00e1s pronunciada: el 5% de crecimiento dar\u00eda lugar a $432,194, mientras que el 8% de crecimiento resultar\u00eda en $1,006,266. Este ejemplo pone de manifiesto el poder del inter\u00e9s compuesto y el impacto significativo que un asesor financiero puede tener en la riqueza de un individuo a largo plazo\u201d&nbsp;<\/em>a\u00f1ade&nbsp;<strong>Herrera<\/strong>.<\/p>\n<p>Con las inversiones m\u00e1s accesibles actualmente, el acompa\u00f1amiento de un experto es invaluable, sobre todo cuando no se tiene el tiempo suficiente para adquirir un conocimiento avanzado o especializado en un periodo de tiempo corto. As\u00ed, los asesores financieros son los traductores de un mundo en el que cada vez existe mayor inter\u00e9s.<\/span><\/span><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Se estima que en M\u00e9xico solo hay un asesor financiero para cada 900 mil habitantes. Los asesores financieros son clave para las inversiones; en pa\u00edses como Estados Unidos o Brasil han sido una pieza fundamental para lograr el bienestar financiero y el crecimiento econ\u00f3mico de la poblaci\u00f3n Un asesor financiero puede a\u00f1adir hasta un 3% [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2984,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[24],"class_list":["post-2983","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-actualidad"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cuentas de inversi\u00f3n en M\u00e9xico crecen m\u00e1s de 1000% en solo 3 a\u00f1os: asesores financieros la clave - EntrePalabras<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/entrepalabrasmxdigital.com\/?p=2983\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cuentas de inversi\u00f3n en M\u00e9xico crecen m\u00e1s de 1000% en solo 3 a\u00f1os: asesores financieros la clave - EntrePalabras\" \/>\n<meta property=\"og:description\" content=\"Se estima que en M\u00e9xico solo hay un asesor financiero para cada 900 mil habitantes. Los asesores financieros son clave para las inversiones; en pa\u00edses como Estados Unidos o Brasil han sido una pieza fundamental para lograr el bienestar financiero y el crecimiento econ\u00f3mico de la poblaci\u00f3n Un asesor financiero puede a\u00f1adir hasta un 3% [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/entrepalabrasmxdigital.com\/?p=2983\" \/>\n<meta property=\"og:site_name\" content=\"EntrePalabras\" \/>\n<meta property=\"article:published_time\" content=\"2024-06-21T15:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-28T23:50:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/entrepalabrasmxdigital.com\/wp-content\/uploads\/2024\/06\/62e9ebf2-8c3e-e9bc-2e82-9290d585d6b4-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"320\" \/>\n\t<meta property=\"og:image:height\" content=\"213\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"entrepalabras\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"entrepalabras\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983\"},\"author\":{\"name\":\"entrepalabras\",\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/#\\\/schema\\\/person\\\/7e4adbd71849efdae7f005d1c49eb0b5\"},\"headline\":\"Cuentas de inversi\u00f3n en M\u00e9xico crecen m\u00e1s de 1000% en solo 3 a\u00f1os: asesores financieros la clave\",\"datePublished\":\"2024-06-21T15:00:00+00:00\",\"dateModified\":\"2026-06-28T23:50:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983\"},\"wordCount\":825,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/wp-content\\\/uploads\\\/2024\\\/06\\\/62e9ebf2-8c3e-e9bc-2e82-9290d585d6b4-1.jpg\",\"keywords\":[\"#actualidad\"],\"articleSection\":[\"Uncategorized\"],\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983\",\"url\":\"https:\\\/\\\/entrepalabrasmxdigital.com\\\/?p=2983\",\"name\":\"Cuentas de inversi\u00f3n en M\u00e9xico crecen m\u00e1s de 1000% en solo 3 a\u00f1os: asesores financieros la clave - 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