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Quelle clientèle cibler lorsqu'on se lance comme CGP ? episode artwork

EPISODE · Aug 28, 2025 · 11 MIN

Quelle clientèle cibler lorsqu'on se lance comme CGP ?

from Invest'Aide Academy · host Cyrille Chéry

Contenu éducatif à destination de toute personne souhaitant devenir ou étant déjà professionnels de la gestion de patrimoine. Il ne constitue pas un conseil juridique, fiscal, financier ou stratégique. Nous vous conseillons de consulter un professionnel afin de faire valider vos décisions. 🔔 Chaque semaine, reçois des conseils concrets pour lancer et développer ton activité de Conseiller en Gestion de Patrimoine (CGP). 👉 Pour aller plus loin, télécharge gratuitement notre guide pratique pour créer ton cabinet :https://cgp.invest-aide.fr/ebook-1?utm_source=podcast 🎙️ Dans cet épisode :Les trois grands profils de clients que peut viser un CGP.Les points forts et les limites de chaque segment.Mes recommandations pour cibler un marché rentable et pérenne. À la fin de cet épisode, tu sauras quel type de clientèle viser et comment construire un portefeuille équilibré pour développer ton activité de CGP sur le long terme. 💬 Une question ou envie de réagir ?Contacte-nous directement sur academy.invest-aide.fr ou rejoins la communauté Invest’Aide Academy.

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Quelle clientèle cibler lorsqu'on se lance comme CGP ?

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This episode is 11 minutes long.

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This episode was published on August 28, 2025.

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Contenu éducatif à destination de toute personne souhaitant devenir ou étant déjà professionnels de la gestion de patrimoine. Il ne constitue pas un conseil juridique, fiscal, financier ou stratégique. Nous vous conseillons de consulter un...

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