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Consistent Consulting

From engineer to self-employed financial planner: Why does a senior employee go into self-employment to show others the way to financial independence?

Tobias Jürgens from Consistent Consulting

Company Consistent Consulting

Founder: Tobias Jürgens

Founding date: February 1, 2023 (full-time since August 2024)

Industry and company: Finance

What drives you? What is your motto?

"It's not what we expect from life that counts, it's what life expects from us." - Viktor Frankl

The principle of Ikigai was also a great help to me in finding my purpose in life: To give my gift to the outside world and to experience and increase joy by helping others to live more financially free.

What is your start-up about and what is special about it?

As I want to strengthen trust in the financial sector, I use the opportunity as an independent financial broker to provide completely transparent advice based on scientific findings.

The aim is to create an individual concept in a personal exchange with clients in order to achieve their life dreams financially. Thanks to the wide range of products available, I can cater to individual wishes: From sustainable investments to high-yield and tax-saving real estate.

I can also offer my services to founders, the self-employed and companies. In short: putting the customer back at the center of financial services.

What are your first successes?

Milestones are important as a self-employed person:

1. the first tangible success was when I was easily able to save a customer €30 a month with 5 times the service.

2. also my first recommendation, as it showed the trust of my customers.

3. and quite frankly, my first earnings of over €1,000, which made my success and satisfaction clear to me.

What is your professional background?

I actually studied chemical engineering. About 10 years ago, when I was in charge of plants worth up to two million euros at Daimler, I noticed that I had a knack for calculations. Later, as a senior quality manager, I appreciated the personal interaction with colleagues and knew I wanted to continue doing this.

So I tried my first self-employment as a management consultant, but it didn't take off due to cold calling. I came across financial consulting through friends and turned my hobby into a career because I can combine the two areas of numbers and people perfectly.

What prompted you to set up your own company?

Freedom of choice. I felt a calling to work with people, but conversations with my boss used to be like talking to a wall when it came to managing staff. I didn't want to be part of this impersonal system and wanted to stay true to my own values and vision.

Who advised you, who are your helpers and mentors?

The first source of information was the IHK. For personal growth, I recommend long-term coaching: Mitch Rau showed me a lot about acquisition that I still use today.

However, for the mindset of a self-employed person and entrepreneur, I use the Königswege mentoring system, which is not called a business incubator for nothing. Nick in particular is someone who has a strong influence on me, as he complements me well and shows me how I can explain my service to others in an understandable way.

How did you experience the first few days as a founder?

To be honest: First of all, I took a vacation and made plans, did a lot of research. Also to postpone the acquisition.

I had to find my self-discipline and my innermost motivation as to why I was doing this. Creating a business plan helped me to keep my head in the game. A goal without a plan is just a dream.

What was your biggest challenge and how did you overcome it?

Acquisition, of course. In the beginning I just tried it myself, but the best decision was to get coaching. I then tried out different ways to find what suited me. Networking and recommendations are my favorite ways.

How do you draw attention to your company? What is your best marketing idea?

In my industry in particular, it's all about trust. That's why recommendations after a successful consultation are an essential part of the process. I like to use events as a platform where I can have a direct and personal exchange.

How did you finance your start-up?

I used the start-up grant for my first self-employment. I also set aside private reserves. A clear financial plan is also worth its weight in gold.

What dream would you still like to realize?

To build up a broad-based consulting company that can help people in all situations, not just financially. I would then also like to offer other founders a start-up platform.

Please complete the following sentence: If I had more time, I would...

... go out into nature more, sit under a tree and simply read a good book.

What is your special tip: What would you recommend to founders?

Start up with others. A lot of doubts and issues can come up, especially at the beginning. To persevere, find someone who wants to start up with you or is doing something similar. Even if it means "yourself" and "all the time", you don't have to do it alone.

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