PracticeLab®

Client Experience

Business Management

Financial Planning
CE CREDIT CENTER
Select a Category
Strategic Scale
Michael Kitces: 3 paths forward when you’ve hit your capacity limit

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

Join now

How do you grow your practice when you've hit a plateau?


The average financial advisor worked 53 hours per week.* Many advisors are past their personal capacity limits, and the common response is to work longer hours. This can have negative impacts on personal health, client service and team management. Join our live event with Michael Kitces, hosted by the RIA and PracticeLab teams at Capital Group, to explore how to continue sustainably growing a practice, whether as a lifestyle business or full-service firm.


What you'll get:

  • Three options for scaling your practice and how to select among them
  • A detailed roadmap for how you can grow past your capacity limit, based on which option you select
  • Insights and answers to your questions from an experienced, prolific and highly sought-after advisor

Who can benefit:

  • Advisors who want to scale and grow a practice
  • Anyone working for advisory firms that are servicing a high volume of clients
  • Any financial professionals who have hit their own personal capacity limit

Published on Wednesday, September 11, 2024

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful. In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Learn more about
Strategic Scale

*Nerd's Eye View, "How Do Financial Advisors Actually Spend Their Time And The Limitations Of Productivity?" March 2019

Subscribe to this series to watch.

Subscribe to this series to watch.

You're subscribed to this series.

You're subscribed to this series.
Join now

Featured Speaker
Michael Kitces
Chief Financial Planning Nerd, Kitces.com

SUPPORTING MATERIALS

Webinar slides (PDF)

Home | RIA Insider | Capital Group

Pathways to Growth: Capital Group’s Advisor Benchmark Study

5 ways to improve productivity in your business

Effective team structures for financial advisors

Advisor productivity: A key to unlock business growth

Business planning essentials for financial advisors

PracticeLab® webinars explore series
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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 should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.