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Quelles est la journée type d'un conseiller en gestion de patrimoine ? episode artwork

EPISODE · Aug 28, 2025 · 13 MIN

Quelles est la journée type d'un conseiller en gestion de patrimoine ?

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 🎙️ Dans cet épisode :Pourquoi le CGP a des missions variées dans sa journéeMon rythme classique de conseillerL'important : se focaliser sur trouver de nouveaux clients et suivre les anciens 💬 Une question ou envie de réagir ?Contacte-nous directement sur academy.invest-aide.fr ou rejoins la communauté Invest’Aide Academy.

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Quelles est la journée type d'un conseiller en gestion de patrimoine ?

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