Wealth advisers (CGP): gain visibility and generate leads for your firm

Increase the visibility of your wealth advisory firm and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Updated in October 2026 — Editorial team Les Experts du Patrimoine

Increase the visibility of your wealth advisory firm and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Individuals seeking a wealth adviser often start with a goal: preparing for retirement, organising investments, passing on wealth or diversifying assets. Your profile should make your support tangible and encourage an initial conversation.

Create my account and add my company

Present your method rather than just a list of investments

A prospective client wants to understand how you consider their situation, goals and investment horizon. Describe your approach, the clients you support and your areas of work. Also present your professional statuses and authorisations to clarify the scope of your activity.

• Analysis of the situation and wealth goals.
• Retirement planning and income organisation.
• Wealth diversification and monitoring.
• Wealth transfer planning and coordination with other advisers.

Increase your presence among clients discovering your firm

Your network and referrals remain valuable. A profile in a specialist directory creates an additional entry point for people who do not yet know you. Your location, approach and client groups help visitors envisage a relationship with your firm before requesting your contact details.

SEO and GEO: visibility beyond the directory

Your firm’s search visibility starts with a useful description: whom you support, where you operate and how you work.

SEO: making your business easier to find

Search engine optimisation aims to make pages easier for search engines to crawl and understand. Les Experts du Patrimoine work on site structure, metadata, internal linking and structured data. Your profile becomes part of a set of pages devoted to professionals, their areas of expertise and their locations.

GEO: information usable by AI-powered search engines

People also use assistants and search engines incorporating artificial intelligence. GEO involves improving the clarity and structure of information so these systems can understand it more easily. A consistent presentation of your business supports this work, without guaranteeing a ranking, a citation or a volume of enquiries.

Generate leads through contact enquiries

Your profile gives visitors reference points to assess whether your wealth advisory firm matches their search. With the Pro and Premium plans, you activate contact features and contact-detail requests without a plan-based limit. A lead is an opportunity for a conversation: you then check the need, timing and fit with your services. No number of enquiries or new clients is guaranteed.

Measure results in your professional account

The statistics tools in your private account track visits to your profile, contact-detail requests and clicks on your phone number, email or website when these details are accessible.

These indicators help you understand interest in your wealth advisory firm and adjust its presentation. Visits and clicks measure activity; following up on conversations then helps assess genuine opportunities.

An additional entry point alongside your website and network

Already have a website? Your profile can help visitors who do not yet know you discover your organisation. It complements referrals and your local presence. The directory can be consulted in French, English, Spanish, German and Italian; the languages actually spoken by your team should be listed on your profile.

Discover professionals already listed in the directory

View wealth advisers already listed in the directory

Wealth planning projects also involve other professions. Discover financial investment advisers and notaries to better understand your business’s place in this ecosystem.

Frequently asked questions

How can a wealth adviser generate leads through their profile?

By precisely describing their clients, method and areas of work, then activating contact features with a suitable plan. Each enquiry must then be qualified: goals, situation, timing and fit with the support offered.

Do I need a website to create a profile?

No. You can present your organisation in the directory with or without a website. If you already have one, your profile provides an additional route to your business.

Is creating a profile free?

You can start with a free Starter profile. The Pro and Premium plans activate contact features. Your choice depends on the services you want to use.

Create your profile and grow your contact opportunities

Present your wealth advisory firm, enhance your profile and choose the plan suited to your visibility and lead generation goals. Complete, accurate and up-to-date information helps visitors understand your support.

Create my professional account and add my company