CGP : un métier en pleine mutation ? | Jérémy Barray | Cash Cash #1

Welcome to Cash Cash, the new series that explores the inner workings of the Wealth Management Advisor profession. In this unique format, in partnership with Maddyness and BNP Paribas Asset Management, Cash Cash shines a light on the entrepreneurial journey of Wealth Management Advisors: their paths, their challenges, and their vision for the future. In this very first episode, Guillaume interviews Jérémy Barray, Managing Partner at Legalfi Trinity and President of Metacif, a network of Investment Advisors. With over €40 million in assets under management annually, Jérémy shares his unique experience, his successes, and his challenges as an entrepreneur in a constantly evolving sector. 🎙️ Dive into the behind-the-scenes world of a profession undergoing profound transformation and discover the inspiring stories of those shaping the future of wealth management. 👉 Discover Shares Pro: https://shares.app.link/e/y5r2eoaZiRb On the agenda: 00:00: Introduction 02:28: Presentation by Jérémy 07:17: Building a reputation as a Wealth Management Advisor: initial challenges and networking strategy 10:08: Structure and evolution of the Legalfi Trinity firm 18:36: The impact of Instagram on business development 23:45: Exploring the different business models of Wealth Management Advisors 25:55: Independence or non-independence: a crucial debate 40:20: Internal organization: how many people work at Legalfi Trinity? 47:02: Ambitions and Missions: Vision for Legalfi Trinity and Metacif 54:10: Q&A Session 01:04:03: Tips and Shortcuts for Future Wealth Management Advisors 01:07:06: Outro ⚠️ Investing involves the risk of capital loss. The content of this video should not be interpreted as investment advice. Past performance is not indicative of future results.