presents
CASE STUDY
No future bank employees?
Despite Spanish roots TOP career
income x4 increased
3 case studies
From practice
presents
Case Study
No future bank employees?
Despite Spanish roots TOP career
income x4 increased
2023
CASE STUDY
FOR BANKER
3 Case Studies
From practice
2023
CASE STUDY
FOR BANKERS
Welcome to Sascha Rabe
In this case study we have identified the main challenges for BANKERS
worked out, described in detail and a clear path mapped out for your future.
You get concrete solutions to all current uncertainties in your industry to
YOUR personal advantage.
BEWARE! We introduce you to colleagues who already went down this path
and they will show you numbers, data and facts in a completely open
manner.
By implementing the knowledge from these cases you get yourself an almost
unfair advantage in your industry
By implementing the knowledge from these cases you get yourself an almost
unfair advantage in your industry.
What does the Press say?!
STUDY CASE I - VICENTE BARRACHINA
From banker to top earner
Get to know the Spaniard Vicente Barrachina (35) in our case study.
Get to know the Spaniard Vicente Barrachina (35) in our case study.
He worked in Spain as an insurance salesman for Helvetia insurances and studied
law in Spain and Poland. Trained from scratch there, he learned all the
skills that a good advisor in the financial industry must have.
In addition to professional perspectives and a career within Helvetia,
everything was fine in the private sphere too. A clean cut guy! Because of the high
Unemployment, Vicente decided to come to Germany to advise here his
compatriots on financial matters.
Very interesting aspects were added here under the observation of this market.
Suddenly he was dealing with topics like:
There are a few more points that we raise in our discussions with bankers
and financial advisors from other countries almost every day.
However, we think it is clear what is at stake here.
By chance, Vicente encountered the job of financial advisor.
He quickly recognized the advantages. Especially in an industry in which his
compatriots have a huge need for advice.
Benefits like:
were just a few of the many reasons.
Of course there were also concerns:
Where do I get customers from?
How do I get stability?
What is the best way to start making money as quickly as possible?
Of course, in a short time all
answered these open questions and
not just with empty words, but
using real examples.
People who already went down this road.
Benefits like:
were just a few of the many reasons.
Of course there were also concerns:
Where do I get customers from?
How do I get stability?
What is the best way to start making money as quickly as possible?
Of course, in a short time all
answered these open questions and
not just with empty words, but
using real examples.
People who already went down this road.
The numbers in brief:
Already in the first year, Vicente was able to achieve a high five-figure income,
€82,000 to be precise.
In the second year he cracked the 150,000 €. In each of the last 3 years
Vicente together with his Spanish wife, who is also active as a financial advisor,
earned over 500,000 EUR
This went hand in hand with the first promotion within the career system.
You may be thinking now that it's luck, or one single case. Not even close! I would
like to make a somewhat clumsy comparison.
A McDonald's restaurant thrives from day one. Why? Because everything exactly
is well thought out and tested. Every single number is known. Any fact about the
location, everything!
You can find out exactly what this concept looks like in a non-binding consultation
with us
STUDY CASE II - ROLAND HAFFNER
From banker to top earner
More income and at the same time more time for the family
In our second case study, meet Roland Haffner (47).
More income and at the same time more time for the family. In our second case study, meet Roland Haffner (47).
Roland worked at Commerzbank for 26 years, to be precise. He was Director
Wealth Management for clients with over 1 million euros investment volume.
But about three years ago, Roland decided to think about the Financial
services topic.
He was annoyed by topics like:
Roland has now been a financial advisor for two and a half years and does not regret this decision. he is also available by phone to ask questions for his fellow bankers.
He quickly recognized the advantages back then.
Especially in an branch environment, that wobbles, and clearly declines.
He also used advantages such as:
These were just a few of the many reasons.
Of course, Roland also had similar worries and questions, such as:
Where do I get customers from?
How do I get security?
What is the best way to start making money as quickly as possible?
Of course, these worries were taken away from him too.
The numbers in brief:
Roland was also able to earn as much as his old salary of almost €150,000 in the first
year. clearly outperform.
Despite he carried great responsibility to lead over 80 Employees, his monthly salary
was only approx. € 12,000 gross (plus special payments).
In his first year as a financial advisor, he cracked €500,000.
Looking back on the last year, Roland was able to earn a six-figure income increase
permanently (annually > € 500,000.00).
You may be thinking here, too, that it's luck or a individual case. And here, too, it is far
from it!
You can find out exactly what this concept looks like in a non-binding consultation with
us.
The numbers in brief:
Roland was also able to earn as much as his old salary of almost €150,000 in the first year. clearly outperform.
Despite he carried great responsibility to lead over 80 Employees, his monthly salary was only approx. € 12,000 gross (plus special payments).
In his first year as a financial advisor, he cracked €500,000. Looking back on the last year, Roland was able to earn a six-figure income increase permanently (annually > € 500,000.00).
You may be thinking here, too, that it's luck or a individual case. And here, too, it is far
from it!
You can find out exactly what this concept looks like in a non-binding consultation with
us.
STUDIUM PRZYPADKU III – SEVILAY KASIM
From banker to top earner
Meet Sevilay Kasim (43) in our case study.
She worked as a banker for 19 years. The job perfect for them at the
beginning of their training.
Meet Sevilay Kasim (43) in our case study.
She worked as a banker for 19 years. The job perfect for them at the beginning of their training.
In addition to the professional perspective and the career within the Banks was also personally everything in the best order. Sevilay had many Friends among colleagues and had great customers. But after some time, other negative aspects of the industry appeared:
Suddenly you are dealing with topics like:
By coincidence, Sevilay discovered after other positions such as Citibank employee and local asset manager, the job of financial advisor.
She quickly recognized the advantages.
Benefits like:
were just a few of the many reasons.
Of course there were also concerns:
Where do I get customers from?
How do I get security?
What is the best way to start making money as quickly as possible?
Of course, all these open questions were answered in a short time
and not just with empty words, but with real examples.
People who have already walked this path.
The numbers in brief:
Already in the first year, Sevilay was able to earn a five-figure income. 95,000 € to be precise. It was already above her last year's income as an asset manager. (60,000€)
In the second year she cracked the 100,000 €.
This went hand in hand with the first promotion within the career system. Looking back on the third year, Sevilay was able to achieve a clear six-figure income (> € 150,000.00).
Through the automated and structured customer acquisition and customer service is the work for bankers easy, after an extensive training that leads to excellent results for the customers and thus also for the consultants.
You can find out exactly what this concept looks like in one of non-binding introductory meetings.
The numbers in brief:
Already in the first year, Sevilay was able to earn a five-figure income. 95,000 €
to be precise. It was already above her last year's income as an asset manager.
(60,000€)
In the second year she cracked the 100,000 €.
This went hand in hand with the first promotion within the career system.
Looking back on the third year, Sevilay was able to achieve a clear six-figure
income (> € 150,000.00).
Through the automated and structured customer acquisition and customer
service is the work for bankers easy, after an extensive training that leads to
excellent results for the customers and thus also for the consultants.
You can find out exactly what this concept looks like in one of
non-binding introductory meetings.
What is next?!
THANK YOU for reading this case study.
We have tried to state many points that are important today. I sincerely
hope that this information was valuable to you and that it proactively
helps you reflect on the subject of career and future.
We strongly recommend booking one of our carreer interviews, especially
designed for BANKERS, and not only to make contacts between
colleagues, but to gather all the information necessary to make an
informed decision.
We look forward to hearing from you!
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