First of all, the financial advisor should obtain permission from you to use your data in the form of the "DSGVO" in order to be able to talk to you about your individual situation and get a picture of it. In the course of this conversation, he will then ask you a series of questions for which no great preparation is needed, as he will usually take your insurance folder for analysis afterwards. This is how consulting processes usually start. With us, it's completely different. Before we get to that point with you, you get free, no-obligation information in advance about how the industry works, what to watch out for, and what not to do under any circumstances. This input is completely separate from your personal situation and personal data, because it applies to everyone who wants to make wise decisions with their finances.