Les deux profils financiers à connaître pour mieux cibler ses clients en tant que CGP

from Invest'Aide Academy · host Cyrille Chéry

🔔 Bienvenue dans Invest’Aide Academy, le podcast qui te donne chaque semaine des conseils pratiques pour lancer et développer ton activité de Conseiller en Gestion de Patrimoine (CGP). 👉 Pour aller plus loin, télécharge gratuitement notre guide pour créer ton cabinet :https://cgp.invest-aide.fr/ebook-1 🎙️ Dans cet épisode, on va savoir quels prospects vont vraiment devenir tes clients (et lesquels te feront perdre du temps) ? Il existe deux profils, et un seul est compatible avec ton métier. Voici comment les reconnaître. Tu découvriras notamment : Les 2 profils financiers que tu rencontres en rendez-vous Pourquoi un même discours est interprété de 2 façons opposées Comment arrêter de perdre du temps avec les prospects incompatibles Les critères concrets pour identifier le bon profil Pourquoi cibler la mentalité est plus rentable que cibler les revenus ou l'âge 🎯 L’objectif est de t’aider à mieux cibler tes prospects, fluidifier tes rendez-vous et concentrer ton énergie sur les personnes les plus compatibles avec ta manière de travailler. 💬 Questions ou remarques ?Laisse un commentaire : je réponds personnellement à chaque question. Si tu veux, je peux aussi te proposer 3 variantes de titre plus “hook”.

Episode metadata supplied by the publisher feed · Published May 3, 2026

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Les deux profils financiers à connaître pour mieux cibler ses clients en tant que CGP

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