*For CFP and CIMA. CFP credit is available only for U.S.-based advisors.
MARKETING
Client acquisition master class: 5 steps to help win clients and grow your business
Getting new clients is the number-one challenge for advisors. It’s time for a more systematic approach.
Workshops
Small group workshops, hands-on learning and a customized curriculum provide the insights advisors like you need to market your business, increase efficiency and grow through digital prospecting – all hallmarks of high-growth practices according to our latest Pathways to Growth: 2024 Advisor Benchmark Study.
Topics include:
Practice management
- Turbocharge your brand
- Acquire the ideal client
- Drive productivity and efficiency
- Centers of influence strategy
- Future-proof your practice
- Guide to succession planning
Wealth strategy
- Tax planning
- Estate planning
- Philanthropy and gifting
- Family governance
- Wealth transfer
- Life, business and career transitions
Retirement plans
- Building income resilience
- Goals-based planning
- Retirement brand value prop
- Bridge to wealth management
- Acquisition strategies
- Retirement in motion
Here to help
Our team of advisor practice management, wealth planning and retirement planning specialists offer decades of experience. They’ve spent thousands of hours in the field, consulting with advisors like you to help them reach their business and client goals.
To find out more about our consulting resources, connect with your Capital Group wealth management specialist.
Paul Cieslik
Advisor Practice Management Consultant
Wassan Kasey
Advisor Practice Management Consultant
Leah Ryan
CRPC®
Advisor Practice Management Consultant
Max McQuiston
CIMA®, CFP®, RMA®
Advisor Practice Management Consultant
Leslie Geller
LLM, JD
Senior Wealth Strategist
Jon Wainman
Advisor Practice Management Consultant
Jonathan Young
PPC
Senior National Accounts Manager
Kate Beattie
CFP®, CFS®
Senior Retirement Income Strategist
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