You Live What
You Focus On
To seek agreement, be responsible and persistent, not to be afraid of change, to talk less, act more.
All this describes the professional and personal life of Dagmar Diatková, partner and investment
specialist at Finest Invest a.s. When did she start her business in the field of finance? What was her
original profession? You can find out all this in the following interview.
You are both a financial advisor and partner in
Finest Invest a.s. How did you come to this job?
I have been in finance for eighteen years. I started
as a lecturer and business network manager at ZFP
Academy, then developed my management and business
skills within Swiss Life Select Czech Republic where I also
managed the branch in Rožnov pod Radhoštěm for four
years. Three years ago, I was offered work with Finest
Invest a.s. and, since I knew both directors personally and
wanted to focus more on the investment area, I decided
to accept this offer and became part of the Finest team.
You take care of your clients‘ finances, focusing on
investments, mortgages and insurance. Who are the
clients that use your services?
80% of my client portfolio consists of clients for whom
I manage assets in the order of millions. They are business
owners, managers, doctors, businessmen and successful
people from various fields. I have been working with many
of them since the beginning of my career and, during that
time, we have developed very friendly relationships.
Do you work with a portfolio of your own clients that
you look after yourself, or is there a larger number of
advisors per client, each contributing their expertise in
I have been involved in complex consulting for many years.
Today, I provide this complexity together with my colleaguesspecialists, whom I use both for loans, mortgages and
insurance. My focus is on the aforementioned investments
and capital management, which is also the most common
topic I address with clients.
What are the general advantages and disadvantages of
this job? And what are the most important experiences
you have taken from this profession
into your personal life?
The financial advisory or brokerage industry is challenging. It
requires expertise, self-discipline, good time-management,
communication skills, confidence, drive, but also humility.
It is not always easy to mix all these skills and characteristics
correctly. But if you succeed, you are rewarded not only
with an interesting financial reward but, more importantly,
with interesting life experiences. This field will not let you
stagnate. In business, you are always learning something
new, dealing with unexpected situations; you have to be
able to make decisions. In one’s personal life it is the same.
You live what you focus on.
As part of the Marketing Applications course, you
lectured second-year students of VŠB-TUO not only
about the activities of Finest Invest but also about the
financial advisory market in general. Was it your first
lecturing experience? Do you plan to continue?
I took the opportunity to lecture on the topic of Marketing
in Finance for the students of VŠB as a challenge and
a bit of a return to my roots. My original profession is
a math teacher and, although I have taught at both
the elementary and high school levels, I have only
experienced college teaching from the classroom. Due
to the worsened COVID situation, the lecture was held
online. I was pleased that the students were interested in
how we work with clients in practice and what marketing
tools we use. So if there is another opportunity like this,
I will gladly accept it.
You are a member of the Czech-Moravian Association
of Businesswomen and Managers. What were the
reasons you joined the association and what does the
membership give you?
I became a member of the regional club in Ostrava three
years ago. Since then, I have had the opportunity to meet
many interesting women from business not only within
one region but across the whole Czech Republic. The
motto ‘We Grow Together’ encourages cooperation,
which is what I strive for within the association.
I appreciate the opportunity to promote me and my
business within the association. In fact, this interview
also happened thanks to the association.
You are a very active woman, and the dynamics of
this industry combined with the huge competition
can be stressful. How do you relax? Do you have any
favourite place in the Moravian-Silesian Region to
clear your head?
My favourite free time activity is travelling. Every year,
I travel with my partner or with my girlfriends to different
parts of Europe. I plan these sightseeing tours on my
own and just the preparation of where to go and what
to see is a lot of fun for me. I like mountains, the sea, old
cities and mainly time spent with my loved ones. When
I want to ‘clear my head’, I go cycling or hiking with
a book in my backpack to the hills around Rožnov pod
Radhoštěm. I love Wallachia. It is my home region and
Thank you for the interview and we wish you the best of luck.
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