Categories
Marketing & Client Acquisition
How do we think of client acquisition?
Paul Cieslik
Advisor Practice Management Consultant

For advisor use only. Not for use with investors.


Advisor practice management consultant Paul Cieslik emphasizes the significance of creating an emotional connection when forming and developing client relationships. This approach is crucial for initiating an acquisition strategy that appeals to your desired clientele.



Paul Cieslik is an advisory practice management consultant and national speaker at Capital Group. He has 32 years of investment industry experience and has been with Capital Group for 23 years (as of 12/31/2023). He holds a bachelor’s degree in business and economics from St. Anselm College. Paul is based in Boston.


Related content

Advisor Benchmark Study: Pathways to Growth

This content is confidential and designed for the exclusive use of registered dealers and their representatives. Canadian securities legislation, including National Instrument 81-102, prohibits its distribution to investors, potential investors or the general public. It is not intended to be a sales communication, as defined in the Instrument, and has not been designed to comply with its requirements relating to sales communications.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not be comprehensive or to provide advice. For informational purposes only; not intended to provide tax, legal or financial advice. We assume no liability for any inaccurate, delayed or incomplete information, nor for any actions taken in reliance thereon. The information contained herein has been supplied without verification by us and may be subject to change.

All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. All other company names mentioned are the property of their respective companies.

Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.

The Capital Group funds offered on this website are available only to Canadian residents.