My approach
A personal perspective. A clear method.
Your needs determine the format, the tools and the pace of our work.
Three steps
Understand. Work. Deliver.
Clarify your needs
Your situation and the decision to make for a private assignment; your audience and the skills to develop for a professional session.
Define and carry out the assignment
We agree on the format and what is needed. I lead the assignment personally.
Data and AI can help us prepare client meetings, track activity or simplify a process. We use them according to your needs.
Make the next steps concrete
You leave with the agreed materials, the key points and the next actions.
How we work together.
After a first conversation, I send you a proposal setting out the scope, deliverables and fee. My assignments are strictly fee-based, with no commission from banks or other institutions. You have all of this before committing.
Yes. Personal support can build on your current contacts. It requires neither a change of institution nor using RealAdvisor Finance.
Advisers, brokers and organisations who want to progress in real estate financing, client qualification or sales, make better use of data and AI, or re-energise their teams. The format can be one-to-one coaching, training or a group workshop.
I am CEO of RealAdvisor Finance. The services presented here are personal assignments. My role and the contracting entity are specified in the proposal.
A few lines about your situation or the audience concerned, your objective and your timeline are enough. The documents needed are defined afterwards. When working on professional cases, we use anonymised information.
Let’s start with your needs.
A property project, a professional question or a session to organise.