For Swiss Pension Advisors

Grow Your Pillar 3a Book With Qualified Clients Looking for an Advisor

We're currently working with Swiss employees and self-employed people who are actively looking to open or improve their pillar 3a and are asking to speak with a FINMA-registered advisor.

If you're taking on new clients, we'd like to see whether your firm is a good fit.

Book Your Call

Pick a time that works.

30 minutes. We'll tell you straight whether we're a fit.

The Leadvon Method

Why This Works

01

Intent-First Targeting

We reach people actively researching their pillar 3a options — not cold lists. Every lead has chosen a goal, set a monthly budget, and asked for an advisor.

02

Pre-Qualified Before Delivery

Leads are qualified on employment status, eligibility, monthly budget, and age before any of your time is spent. Consent is documented on every one.

03

Delivered in Real Time, Exclusively

Each lead goes to one advisor only, the moment the form is submitted. They're told you'll call within 15 minutes. You call someone who is waiting for you.

What advisors typically see

Exclusive leads: employees and self-employed, 25–50, with a goal and budget already set
No cold calling — every client initiated the conversation and gave consent
Consistent weekly volume, not feast-or-famine referrals
Leads replaced within 48h if they don't pick up or aren't eligible
Dedicated setup so every lead matches your canton, language, and ideal client