Become self-employedSelf-employed
Find your idea for free
Finance & Insurance

Self-employed in finance and insurance.

Independent advice, fiduciary services, pension planning, brokerage or a financial offer for a niche: planix finds the idea that fits your experience and tests the riskiest assumption before you finance a licence, liability insurance and an office.

planix finds the idea that fits your experience and tests the riskiest assumption before you finance a licence, liability insurance and an office.

Find your idea for free See an example

No subscription, no follow-up costs.

All examples from this industry

Trust is the product – and trust needs a segment

If you become self-employed after years in banking, fiduciary services or insurance, you bring knowledge and a network. Things usually tip at two points: the offer is for everyone, and the regulation was not clarified before the start. Becoming self-employed here means: find the segment that trusts your advice and pays for it, and clarify the licensing question before the first mandates run alongside your job.

If you become self-employed after years in banking, fiduciary services or insurance, you bring knowledge and a network. Things usually tip at two points: the offer is for everyone, and the regulation was not clarified before the start.

What gets tested first

1

Who trusts you enough to pay?

Private individuals are reluctant to pay for financial advice, companies are not. It tests which segment reacts most strongly and which price it accepts.

Private individuals are reluctant to pay for financial advice, companies are not.

2

Which licence does your offer need?

Advice, brokerage and asset management are regulated differently. It tests what your offer requires in your market – and what blocks the start.

Advice, brokerage and asset management are regulated differently.

3

Is your value proposition clear in one sentence?

“Holistic financial advice” says nothing. It tests which message is understood and builds trust.

“Holistic financial advice” says nothing.

How planix tests it

How it works in detail
  • Target group fitShows which segment trusts your advice and pays – private individuals, SMEs or a niche.
  • Value proposition testTests whether your offer is understood and believed in one sentence.
  • Price sensitivity (Gabor-Granger)Tests specific flat fees and fees per segment.

Metrics that count here

  • Fee per mandate or month
  • Mandates from your network
  • Billable hours per week
  • Costs for licence and liability insurance
  • Mandate duration
  • Repeat engagement rate

Which market data goes in

  • Advisors, fiduciaries and brokers in the segment, by name and with source
  • Number of SMEs, start-ups and households per region
  • Regulation and licensing requirements by country
  • Fee benchmarks and market data of the finance industry

Market data from official sources: Swiss Federal Statistical Office, Zefix, Swiss National Bank, Fedlex, opendata.swiss, ETH Library, Eurostat, OECD

Which package fits

Test the market

Find your business idea shows you for free which offer comes out of your experience, for whom – and which licensing question stands before the start. Before you finance a licence and office, Test the market tests segment, price and message with respondents and market data.

Find your business idea shows you for free which offer comes out of your experience, for whom – and which licensing question stands before the start. Before you finance a licence and office, Test the market tests segment, price and message with respondents and market data.

Pricing
FAQ

Frequently asked questions from the industry

That is governed by your employment contract and your market’s supervisory authority. The report names the rules; you have to clarify them with your employer and, where needed, a specialist. That is why many first test an offer that needs no licence, such as coaching or training.

Willingness to pay decides that. The market test compares both segments; young companies often pay many times over for the same knowledge that private individuals expect for free.

Supported by leading founder experts and partners

ConsultingNetworkSwitzerland.
swissstartupassociation+
SWISS DESIGN
& ENGINEERING
NVIDIA Inception Program
REP27 – EU & UK GDPR Representative
collumino.com
STARTUPS
EXPERTSuisse

Be your own boss

Find your business idea gives you three matching business ideas and the one assumption you need to test first.

Find your business idea now Find and develop your idea for free · Test the market CHF 99 · one-off, no subscription
Industries