Freelancer profile translated to English.

Description

I support executives and management teams in the Asset Management and Savings (financial & real estate, retirement) sectors on matters ofstrategy, growth (M&A or organic)**, and **distribution(independent financial advisors, insurers, platforms, retail, digital).

My approach is **pragmatic**: quick diagnosis, framing workshops, actionable recommendations, and implementation.

What I do:

• Offer (re)positioning, business models, pricing, equity story, team evaluations,

• Distribution strategy: insurer referencing, partnerships, sales animation, go-to-market

• Digital transformation: advisor journeys, tools & reporting, KPI monitoring

• **Applied AI**: framing pivots and roadmaps (recommendation engine / scoring / conversion)

Typical deliverables:strategic note, surprise report, business plan, 90/180/360-day roadmap, sales kit, partnership plan, management dashboard, strategic workshops for new products (financial, SCPI, Club Deals...), building an independent financial advisor network, developing a digital acquisition strategy...

Recent missions:AEW Europe, Alma Capital, Masteos, Novaxia. Based in Paris.

Industry field of expertise

Languages

English
Native or bilingual
German
Fluent
French
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Groupe bienprévoir.fr / Primaliance
Co-Founder
BANKING AND INSURANCE
November 2007 - October 2023 (15 years and 11 months)
Co-Founder, responsible for key sectors: acquisition/marketing, CRM, IT, Media, user journey, distribution.
Sales Excellence Mergers and Acquisitions Go-to-Market Strategy Branding
BIENPRÉVOIR.FR©,
Seasoned Entrepreneur
January 2008 - January 2023 (15 years)
Company specialized in consulting and distribution of financial products (€320M in assets under management, €1 billion in transactions). Executive/acquirer in 2020, with a doubling of collections in 2 years, exceeding €100M in real estate savings.
Savings ERP System Customization Mergers and Acquisitions Pricing Corporate Strategy
PRIMALIANCE©
Primaliance Buyer, Online Real Estate Savings Leader
REAL ESTATE
July 2019 - October 2023 (4 years and 3 months)
Real Estate Investment, Savings, Investments, Real Estate, Life Insurance, Asset Management.
Web marketing, growth hacking/digital acquisition in the financial, banking, real estate, and hotel sectors.
Savings Digital Transformation Digital Asset Management Pricing