Maximisez votre visibilité: un CGP a-t-il besoin d’un site internet?
La gestion de patrimoine est un secteur en pleine expansion, porté par le vieillissement de la population et l'augmentation du patrimoine des ménages. Dans ce contexte digital, il est plus que jamais essentiel pour un Conseiller en Gestion de Patrimoine (CGP) de soigner sa présence en ligne afin d’attirer de nouveaux prospects et de fidéliser sa clientèle.
L'importance d'une présence digitale pour un CGP
Le digital a profondément transformé les codes du métier de CGP. Avant même de prendre rendez-vous, plus de 8 prospects sur 10 effectuent des recherches en ligne pour trouver un professionnel ou se renseigner sur une problématique patrimoniale.
That's why having a website has become essential for increasing your visibility and credibility with prospects. A website allows you to :
- Stand out from the competition in a highly competitive sector
- Reassure prospects of your skills and professionalism
- Interact easily with prospects anywhere in France
- Build customer loyalty via a secure customer area
- Generate qualified leads with valuable content
Bref, un site web est un puissant levier business, accessible 24h/24, pour conquérir et engager une audience qualifiée. Il s’agit d’un investissement rentable et pérenne pour tout CGP soucieux de développer son activité.
The first steps towards creating your site
Before jumping in headlong, it's essential to define your website's objectives.
Would you like to :
- Informing the general public?
- Attracting prospects?
- Provide your customers with a secure space?
- Selling products online?
Une fois vos objectifs clairement identifiés, vous pouvez entamer la conception de votre site internet pour CGP. Le site internet en soi ne sert à rien. Ce n’est seulement s'il est utilisé dans un tunnel de vente adapté que le site internet devient un maillon essentiel du parcours client.
Structuring your information
Information structure is crucial to a good user experience. Give priority to :
- A simple tree structure
- A clear, self-explanatory menu
- Short, airy pages
You also need to ensure that your content is precisely tailored to your prospects' expectations, based on their customer journey.
Design care
The design of your site contributes greatly to conveying a professional image that inspires confidence.
- Opt for a clean, sober and elegant design
- Play with colors to reflect your firm's identity
- Include high-quality visuals (photos, illustrations)
A high-quality site increases your chances of converting visitors into customers.
Les incontournables d'un site web pour CGP
To be effective, your wealth management website must include several key elements:
A powerful hook
The home page is the showcase of your online business. Its aim is to capture the visitor's attention and interest in a matter of seconds.
- Highlight your unique value proposition
- Use a catchy slogan
- Include a call-to-action inviting you to find out more
Your areas of expertise
Clarify your wealth management services right from the home page:
- Financial investment advice
- Life insurance advice
- Retirement consulting
- Conseil en défiscalisation
- Etc.
This information answers prospects' initial questions and motivates them to contact you.
A complete About section
This section should enable prospects to learn more about your background, your values and your approach to the business. Please share:
- Your background (training, experience)
- Your qualifications (certifications, approvals)
- Your working philosophy
- Details of the firm's team
Ces informations renforcent la crédibilité et la confiance accordée à votre CGP.
Customer reviews
92% of prospective customers consult online reviews before calling on a company. Include glowing testimonials from your customers on your site.
- Positive feedback on their experience with your firm
- Star ratings to assess service quality
Such reviews are an invaluable guarantee of quality when it comes to converting hesitant prospects.
Avec ces éléments structurants, votre site CGP gagne en pertinence et en capacité à engager vos prospects vers une demande de devis ou de rendez-vous.
If you already have a website, here are a few tips to boost your website and improve your conversion rate.
Optimiser son référencement avec les bons mots-clés
Pour générer des leads via votre site web, encore faut-il qu’il soit visible dans les moteurs de recherche. C’est là qu’intervient le référencement naturel et la stratégie SEO.
Optimizing the keywords associated with your service offers is crucial. For example, you can target queries such as :
- wealth management consultant
- wealth management
- défiscalisation loi girardin
- retirement advice
The more you increase your visibility on these keywords, the more qualified leads you'll attract.
On the other hand, regularly produce relevant blog content that answers your prospects' frequently asked questions:
- How to prepare for retirement?
- Which investments to choose in 2024?
- How to optimize your tax situation?
Ces contenus participent aussi au référencement naturel de votre site.
Showcasing your expertise
Your website should reflect the breadth of your wealth management expertise. To do this, produce valuable content:
Specialized articles
Write in-depth articles on specific wealth management topics. This shows your mastery of the industry's issues.
White papers or ebooks
This more substantial type of content enables us to go into greater depth on a given issue and to formulate well-founded recommendations.
Educational webinars
You can host live or replay video conferences on heritage topics.
Simulators and practical tools
These interactive contents offer added value to prospects (retirement calculations, tax simulators, etc.).
By making this type of content available, you demonstrate your expertise and win the loyalty of your prospects. Remember to work on your editorial strategy for greater effectiveness and relevance.
Boost your visibility via social networks
Social networks, especially LinkedIn and Facebook, offer excellent opportunities to expand your audience and generate qualified leads.
LinkedIn for professionals
LinkedIn est le réseau social de référence pour le B2B. Créez un profil CGP complet et publiez régulièrement des posts pour :
- Expand your network in the property sector
- Distribute your offers to a qualified audience
- Interact with interested prospects
- Generate contact requests
Facebook for the general public
With its 2 billion users, Facebook is a must for reaching the general public. Share popular posts on wealth management to :
- Raising awareness of this issue among private individuals
- Providing wealth management advice
- Increase your brand awareness
Synergy between website and social networks increases lead acquisition and engagement tenfold.
En résumé, pourquoi investir dans un site pour CGP ?
- To stand out in an ultra-competitive sector
- To inspire confidence and credibility among prospects
- Pour toucher une audience qualifiée via le référencement
- Convert more prospects thanks to your image
- To interact easily with potential customers
- To generate contact requests and quotes
Want to get started? Our team specializes in creating and redesigning wealth management websites. Contact us for a free discovery call.
