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Hi, I am Oliver


Helping family offices with digitalization and process optimization
Business Advisor | Finance Professional | Strategy Consultant


What I do

I help individuals and businesses to enhance their bottom line through streamlined work processes.With a diverse career spanning across large corporations, SMEs, and burgeoning startups in the financial services, FMCG, and technology sectors, I've gleaned invaluable insights. One universal lesson I've learned is the importance of defining the outcome you wish to achieve before initiating any transformative changes.My mission is to enable you to allocate your time towards what truly drives you and your business forward.Let's connect and discover how I can assist you in navigating your own thrilling journey.


Embracing Change – Relying on Principles

In our rapidly evolving world, change is constant. Our access to information is vast, and generative AI and large language models promise even greater accessibility. The way we work is on the brink of a transformative shift, presenting abundant opportunities for those who embrace these changes.However, amidst this sea of opportunities, keep this in mind:
"You can do anything, but not everything." (David Allen)
In this era of accelerating change and information overload, clarity of purpose becomes paramount. Having steadfast principles and a deep understanding of what we value keeps us grounded.


Gaining Perspective through books

In today's information age, we deal with vast amounts of content in different formats, and selecting what to read is more important than ever.
I allow myself limited time to skim through social media posts and newsletters to see whether I discover helpful concepts that hopefully come with a literature reference.
On the other hand, I allocate several hours a week to reading books - they offer a unique opportunity to engage with the comprehensive works of great minds. I have curated a short list of books that have shaped my thinking, given me new perspectives, and impacted my work and personal growth.


Education - a cornerstone for personal and professional growth

In a landscape where advancements occur at a rapid pace, staying current is essential. Continuing education not merely as a means to acquire additional qualifications; rather, it is an investment in oneself, facilitating personal development and ensuring relevance in an ever-changing world.

What Drives Me


Being an avid reader, I am continuously expanding my understanding to discover insights that enable me to contribute more effectively to the well-being of those around me.I believe that purpose comes from providing tangible value to others and expressing why, how, and what we do clearly and succinctly makes our work satisfying.
Our best work happens at the intersection between our professional skills, the needs of those we serve, and our motivations.
At this stage of my life, I focus on helping individuals and businesses align their activities with their purpose, navigate through a dynamic and ever-changing environment, and translate their aspirations into actionable plans. I place great emphasis on aligning time and resources with purpose. Our daily actions, whether influenced by schedules, tasks, or habits, compound and profoundly impact our long-term outcomes.
By working together, we can explore how to maximize our potential and create meaningful results.

Coaching and Advisory Services


Coaching

I provide personalized coaching to entrepreneurs and finance professionals, helping them enhance their skills and achieve their goals. My coaching focuses on the following areas:What is your priority
Learn how to prioritize what matters most to you.
Habit-Building
Habits are the invisible helpers that contribute to your success.
Time Management
Plan around your priority, not your tasks.
Communication
Effectively communicate what matters to you and why.


Advisory Services

I offer advisory services tailored to small and medium-sized firms in the financial sector. My expertise lies in optimizing value creation for your customers. Together, we can identify areas for improvement and implement strategies to drive growth.My Approach
I believe in aligning resource allocation with your business purpose through a 3-step process:
Your WHY
Understand the purpose of your business and the customers you serve, which forms the foundation for developing effective strategies (HOW).
Your HOW
Determine your strategies and identify the key priorities. We will focus on the ONE thing that stands above all and requires focused attention.
Your WHAT
Take action by implementing and evaluating the determined action points. We establish communication and stakeholder channels, ensuring the effective execution of your plans.
My Focus
I specialize in optimizing financial, operational, and technological aspects to enhance customer and internal stakeholder experience. By improving these areas, we create a solid foundation for sustainable growth.
My Professional Background
With extensive experience in various roles, I bring a diverse skill set to the table:
Advisor to the Management of Family Office & Financial Planning Firm: Providing strategic advice on process optimization and business development.Partner Business Consultancy Firm: Providing strategic guidance to small and medium-sized firms.Business Consultant for a Tech Startup: Assisting in developing and executing their business strategies and pilot testing.Finance Consultant for FMCG Trading Company: Offering financial expertise to optimize trading operations.Director in Private Banking: I provided high net-worth individuals with personalized advice and service, including cross-functional banking services such as commercial banking & investment banking services.Financial Services Operations: My financial operations experience spans payment services, the early stages of Internet banking, and securities operations such as (transfers, corporate actions, SLB, and custodian services).Companies I am associated withFinanzPlanung360 GmbH
Financial Planning Company in Neumünster, Schleswig-Holstein, Germany.
Website: finanzplanung360.com

Get in touch


Let's collaborate to unlock your full potential and drive your business toward success. Contact me to discuss how I can support your growth journey.

Book Recommendations:


Here are some books that have greatly influenced my work, providing valuable insights and concepts:1. "Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard H. Thaler and Cass R. Sunstein.
2. "The Greatest Salesman in the World" by Og Mandino.
3. "Flip the Script: Getting People to Think Your Idea Is Their Idea" by Oren Klaff.
4. "The 7 Habits of Highly Effective People: 30th Anniversary Edition" by Stephen R. Covey, with a foreword by Jim Collins and contributions from Sean Covey.
5. "The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results" by Gary Keller.
6. "The Geometry of Wealth: How to Shape a Life of Money and Meaning" by Brian Portnoy.
7. "Principles: Life and Work" by Ray Dalio.
8. "The Art of Taking Action: Lessons from Japanese Psychology" by Gregg Krech.
9. "Thinking, Fast and Slow" by Daniel Kahneman.
10. "Leaders Eat Last Deluxe: Why Some Teams Pull Together and Others Don't" by Simon Sinek.
11. "The Psychology of Money: Timeless lessons on wealth, greed, and happiness" by Morgan Housel.
12. "Building a StoryBrand" by Donald Miller
13. "The World's Best Buyer Persona System: The Buyer Persona Reimagined: Not Who They Are but HOW THEY THINK!" by Stormie Andrews
14. "Never Split the Difference: Negotiating as if Your Life Depended on It" by Chris Voss
15. "How to Grow Your Small Business" by Donald Miller
These books have provided me with valuable knowledge and perspectives, and I recommend to read them if you are interested in personal and professional growth.

Courses & Certifications


Enclosed some courses and certifications which I found provide insightful concepts which I apply in my coaching and advisory services.

Finance

Project Management

Privacy Policy

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