Les Experts du Patrimoine (EDP) is launching an offering designed for wealth management advisors, brokers, insurance agents, notaries, certified public accountants, and other wealth management professionals. It includes a customizable microsite, lead generation tools, and all the benefits of the directory’s Premium package, for €599 (excluding tax) per year.
An affordable solution for professionals starting their own business
When starting a practice, having a professional website is essential for showcasing your expertise, reassuring clients, and supporting your initial business efforts. However, the budget and time required to create one can hinder this project.
With its Mini-site offering, Les Experts du Patrimoine provides a solution that combines an online presence with visibility in a specialized directory. Professionals have a space to showcase their firm, areas of expertise, and services, while enjoying Premium benefits that make it easier for visitors to find them.
This approach is designed to facilitate initial contact, complementing the firm’s recommendations, network, and sales initiatives.
Three customizable models and built-in features
Professionals can choose from three templates and customize their text, colors, and visuals to create a presentation that reflects their business.
The offer includes, among other things:
- A microsite to showcase the firm and its areas of expertise;
- Three customizable models;
- The presentation of documents and events;
- Tools for establishing contact and a dedicated wealth management audit simulator;
- Connecting an existing domain name;
- Web Hosting and HTTPS;
- SEO and GEO Search Engine Optimization;
- All the benefits of the directory’s Premium plan;
- Promoting Heritage Experts on social media.
The microsite can also be used within the platform without a custom domain name.
An additional channel for practices that already have a website
This offer is also aimed at professionals who already have a website and want to expand their online presence.
The microsite thus becomes an additional gateway to their firm, within an environment dedicated to wealth management. It allows visitors to learn about their positioning, view their content, and initiate an initial conversation.
EDP thus aims to provide valuable services at various stages of a law firm’s life cycle: at its inception, to help structure its digital presence; and later, as it grows, to increase the opportunities for it to be discovered.
An offer available for €599 per year, excluding tax
The Mini-site plan is offered at €599 per year (excluding tax), with automatic annual renewal. Secure payment and subscription management are handled through Stripe.
The three models and details of the offer are available on the page:
Explore the “Experts in Heritage” Mini-Site
About Les Experts du Patrimoine
Les Experts du Patrimoine is a French platform that brings together a directory of professionals, educational content, and wealth management guidance tools. It makes it easy to find firms and specialists based on their area of expertise, location, and users’ needs.
Available in French, English, Spanish, German, and Italian, the platform also assists people who are looking for a wealth management professional in France from abroad.
“Les Experts du Patrimoine” is published by SAND 360.