Script de RDV CGP - Méthode en 5 étapes

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 décortique le script de rendez-vous en 5 étapes pour conclure sans forcer — et rester 100 % conforme. Tu découvriras notamment : Les 3 erreurs qui font capoter un RDV. Le script en 5 étapes (Accueil & cadrage → Exploration → Reformulation/diagnostic → Pistes & méthode de travail → Engagement). Comment poser un cadre clair et faire avancer vers une décision. Comment gérer le “je vais y réfléchir” en isolant la vraie objection. Comment fixer immédiatement le R2 et clarifier les attentes. 🎯 L’objectif : arrêter les RDV qui s’éternisent, obtenir des décisions claires et professionnaliser ton process sans sortir du cadre réglementaire.

Episode metadata supplied by the publisher feed · Published Feb 6, 2026

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Script de RDV CGP - Méthode en 5 étapes

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