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Looking back

Our Highlights 2022

A special sense of appreciation 

After a four-year break, June saw the return of Financial Advisor Day: around 6,500 financial advisors came together in Frankfurt's Festhalle under the theme of "jointly shaping the future". The event encompassed a varied programme with fresh inputs on advising clients and building teams, details on exciting new developments, informative talks and networking opportunities.

A successful financial year

Despite all the challenges, Deutsche Vermögensberatung has continued its success story in the past year. Even under the much more challenging conditions of 2022, we once again exceeded the revenue threshold of two billion euros – the second best result in our company's history. Yet again, this reflects the unique value of our business model. No matter how market conditions change and develop, our holistic financial advisory approach puts DVAG on an ideal footing.

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A large community 

People of more than 50 different nationalities work at DVAG, Allfinanz 1 and Allfinanz 2. This highly diverse sales team plays a key role in the company's success. The strong sense of cohesion and dialogue between financial advisors and across all the firms emphasises the unique team spirit at this family-owned company.

Women for future 

In May, around 400 successful female financial advisors came together for the third "Women for Future" conference. The two-day event, by women for women, showcased examples of best practice and valuable tips for working independently in sales. Speakers shared motivational strategies and there were coaching sessions on organising your work. The opportunity for the participants to discuss their experience of topics like recruiting partners or ways of giving advice was very popular. However, the conference is just one part of a broad range of different measures aimed at supporting women. No surprise, then, that one-third of the full-time financial coaches at Deutsche Vermögensberatung are female – more than at any other financial sales company.

On track for digitalisation

Everything at a glance

The "digital investment planning" analysis tool enables financial advisors to make the advisory process even more digital and interactive – and is seeing increasing use. In 2022, this meant the focus shifted to integrating additional modules and taking the benefit for clients to a new level. The newly integrated pension planner offers an overview of a client's current pension situation and the impact of differing returns on the savings amount required. 

As a result, this means the client can be shown the consequences of changing their savings behaviour right away, during the advisory session itself. Plus, they can see a overview of their assets and financial plan in one single tool. 

A peerless network 

Thanks to the Office VB365 package, DVAG gives its advisors access to more than the traditional services like Outlook, OneDrive or PowerPoint: it also provides online tools like Forms, Sway and Booking. The package has been specially adapted to take financial advisors' needs into account, and features interfaces that let them work smoothly with pre-existing tools. To assist with on-boarding, in-depth training sessions are offered both virtually and in individual vocational education and training centres. These new tools don't just facilitate office management. They also minimise administrative outlay, which would otherwise take up an enormous amount of time – enabling financial coaches to focus wholly on their core activity: specifically, advising their clients. 

When I'm talking to a client, I can show them there and then what the impact will be on their financial buffer in the future, say, if they start saving for retirement now, rather than waiting until next year. This has made financial coaching more interactive than ever before.
Johnbir Mahal  - Direktionsleiter (Branch Manager) from Augsburg

Fostering talent  

Record student figures 

The 2022 summer semester saw more students start Deutsche Vermögensberatung's dual degree course than ever before. DVAG has been working with the renowned Marburg-based Fachhochschule der Wirtschaft (FHDW) university since as far back as 2008. In 2020, high demand led to this collaboration being expanded to include a part-time master's degree course, particularly targeted at young, up-and-coming management professionals. The number of students has more than tripled each semester since the degree was launched.

Bespoke professional development

Life-long learning is crucially important at DVAG – both on a professional and personal level. Specialist training and professional development at this family-owned company far exceeds the statutory requirements. Throughout their entire career, financial advisors can take up a wide range of professional development and training opportunities, ensuring they are always up to date and able to offer their clients the best possible advice, even in the most volatile times. They also receive outstanding support with their personal development, courtesy of customised services and coaching sessions. The family-owned company invests more than EUR 80 million in training and development each year. 

Partnership with Deutsche Bank & DWS celebrates its 20th anniversary

Our financial advisors can offer their clients an outstanding level of added value, thanks to exclusive products from Deutsche Bank. A handful of very special highlights were added to mark the 20th anniversary of the partnership – such as top conditions for personal loans and construction financing, plus new solutions for investment advice. 

Against the backdrop of a challenging market situation and record inflation in Germany, financial advisory services provided by our DVAG financial coaches offer even more flexibility, freedom and the best possible holistic financial advice.

Lots of my clients are looking for ways to combat rising inflation. Our products enable me to offer them attractive solutions to this issue.
Susanne Käfer  - Regionaldirektionsleiterin (Regional Branch Manager) from Oberried

Deutsche Verrechnungsstelle

The solutions provided by DV Deutsche Verrechnungsstelle GmbH (DV) for companies looking to optimise their liquidity are now an indispensable part of the corporate client business. Factoring, in particular, has become established as an attractive form of growth financing for SMEs. The commercial financing range, with loans for equipment and investment, or even property financing, through to leasing and lease purchases, is becoming increasingly popular. DV also supports financial advisors with an extensive range of training opportunities: in 2022, more than 5,000 participants attended a varied array of online events.

Continuous improvement 

Deutsche Vermögensberatung has relied on long-standing partnerships with product providers and on the continuous development and optimisation of its services since its earliest days – and this remains the case in 2022.

Whether in private retirement provision and non-life insurance or in occupational retirement provision and health insurance for corporate clients: its collaboration with Generali Germany involves top products being refined or expanded to include innovative investment opportunities, while new tariffs are also introduced and processes simplified. In turn, this enables the firm to offer the very best solutions in a flexible, needs-oriented way – even under current, challenging market conditions. 

Whether it's the football club round the corner or the regional food bank: it's important to me that people give something back in their local area.
Mario Thaler  - Allfinanz Direktionsleiter (Branch Manager) from Landau a. d. Isar

Regional and national commitment

Deutsche Vermögensberatung and Generali Germany have been joint "National Sponsors of Deutsche Sporthilfe" since March 2022. This sees DVAG expand its commitment to the wider community beyond pre-existing projects to include German sport at the highest level, thereby bolstering the support offered to elite athletes. Individual financial advisors also get involved on a regional basis for this good cause: in sport alone, around 4,500 sports kits were sponsored for children and youth teams.