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Some of our associates in Southern California are affected by the widespread wildfires. We are focused on ensuring that our associates who live in evacuation zones are safe and are saddened by the devastating impact to our Los Angeles communities. At this time, all of our offices are open and all investment operations are running normally. We will update this notice if needed, but we are confident that we will not experience any business impact from the wildfires. Please note that in observance of the National Day of Mourning to honor former President James Earl Carter, Jr., on Thursday, January 9, the New York Stock Exchange and Capital Group will be closed.

Traits of top advisors

Success strategies and implementation by advisors, for advisors

The 10 traits of top advisors

Top ideas from successful advisors who are acquiring and serving new clients, standardizing operations and growing their practices.

Discovering what works in digital marketing, with James Comblo

Planning for succession in a way that creates wins for the team, with Ben Wong

3 client acquisition strategies from an advisor and wilderness survival expert

Building a retirement plan business, with Greg Mendoza

Better practice management and productivity, with Ray Evans

Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff

Traits of top advisors in 2024

Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver

Using behavioral finance to help clients live their best lives, with Jay Wheeler

Forget pink. Building a practice that serves women better, with Heather Ettinger

Using client psychographics to fuel organic growth, with Mary Beth Storjohann

Building a multibillion-dollar advisory practice through mentoring, with Jeff Dobyns

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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.