Selective coaching

    Go from employee to profitable independent advisorin financing and pension planning

    Hands-on coaching by an active practitioner. No theory, no empty promises. Only what actually works to generate your first real income.

    30-minute call • No commitment • Limited spots

    Who is this coaching for?

    This program is designed for specific profiles, ready to truly commit.

    Employed in finance, insurance or real estate

    Ambition to build your own business

    Ready to invest time and energy

    Goal: actually make a living from it, not a side project

    Typical age: 25-40 years old •Sector: Finance, insurance, real estate

    What the coaching concretely delivers

    Zero bullshit. Only the skills and methods that generate income.

    Clear positioning

    Define your niche and your unique value proposition on the Swiss market

    Structured offer

    Build an offer that meets the real needs of homeowners and investors

    Prospecting method

    Learn to generate qualified leads without depending on platforms

    Meeting management

    Master the art of conversion: from first contact to signature

    Reading the banks

    Understand the banks' criteria to put together solid application files

    Deal structuring

    Complete structuring: mortgages, pension planning, taxation

    Practitioner mentor

    An active entrepreneur, not a trainer

    I am not someone who read books about this profession. I practice it every day, with real clients, real banks and real challenges.

    Active entrepreneur with over CHF 300M financed

    15+ years in the field, not in a training room

    Real knowledge of banks, their refusals and their delays

    Established network of brokers, notaries and real estate agents

    Guidance from a practitioner, not a theorist

    15+

    years of field experience

    300M+

    CHF in completed financing

    3000+

    clients advised

    How the coaching unfolds

    A structured path to build your business on solid foundations.

    01

    Strategy call

    Assessment of your profile, your goals and your motivation

    02

    Business structuring

    Building your offer, positioning and action plan

    03

    Field follow-up

    Support on your first files and prospects

    04

    Independent mindset

    Building resilience and a long-term vision

    What this coaching is not

    Let's be clear from the start.

    Theoretical training with PowerPoint slides

    A magic shortcut to wealth

    A program for the curious with no commitment

    A copy-paste method without effort

    Ready to find out if this profession is for you?

    Book a 30-minute strategy call. Together we assess your profile, your goals and your ability to succeed in this profession.

    This coaching is selective. Spots are limited to guarantee quality follow-up.