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Client Acquisition
Client acquisition master class: 5 steps to help win clients and grow your business

60 MIN WEBINAR

Do you know where your next ideal client is coming from?


Join now

It may come as no surprise, but research shows client acquisition is the top challenge for financial advisors and RIAs — even among those experiencing the highest growth.* If you are looking for a repeatable method for generating a steady stream of new clients, join this client acquisition master class for a five-step process to help you get started.


In this webinar, Capital Group's Leah Ryan and Matt Robinson will share proven prospecting strategies gleaned from successful advisors across the country. Joining them is registered investment advisor Scott Oeth of Cahill Financial Advisors in Minneapolis, whose intentional client acquisition focus helped him grow his firm from $70M to over $1.2B in assets under management in under 16 years.**


What you’ll get:

  • A client acquisition workbook featuring time-tested and validated steps from advisors like you
  • Case studies from an advisor targeting multiple client niches
  • How to make the most of your marketing
  • A 21-day plan for client acquisition

Who can benefit: Financial advisors and RIAs looking to create a more systematic way to acquire ideal clients, expand into new market segments and reach new levels of growth in their business.


Published on Thursday, May 30, 2024

Leah Ryan is an advisor practice management consultant at Capital Group, home of the American Funds. Prior to joining Capital Group in 2021, she was responsible for Colorado, New Mexico and Wyoming and was a national speaker for AIG. Before that, she was a public speaker for Jackson National. She has a bachelor’s degree in international business from the University of Georgia.

Matt Robinson is a division manager at Capital Group, home of American Funds. He has 19 years of industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Matt was a regional vice president at Columbia Management. He holds a bachelor’s degree in finance from the University of South Carolina. He also holds the Certified Financial Planner™ and the Certified Investment Management Analyst® designations. Matt is based in Riverside, Connecticut.

Scott Oeth is a financial planner and investment manager with Cahill Financial Advisors in Minneapolis, Minnesota. His practice specializes in working with executives on equity-based compensation strategies, including stock options, restricted stock, nonqualified deferred compensation, and concentrated stock positions. He holds a bachelor’s degree in corporate finance from Ball State University and a master’s degree in financial services from The American College. Scott is a CFP and ChFC.

Learn more about
Client Acquisition
Planning & Productivity

*Capital Group, Pathways to Growth: Advisor Benchmark Study, as of May 2024

 

**There is no guarantee of future success and results may vary.

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Leah Ryan
Advisor Practice Management Consultant
Matt Robinson
Division Manager
Scott Oeth
Cahill Financial Advisors
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