À PROPOS DE CE PODCAST 🔗
If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you.
In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business.
The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business.
The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
Animateurs :
Fréquence de mise à jour:
every 45 days
Durée audio moyenne:
26 minutes
Entretiens avec des invités
A des sponsors
Anglais
États-Unis
38 épisodes
depuis 3 décembre 2020
episodic
DERNIER ÉPISODE 🔗
If you're an advisor who's built your practice through the sweat of your brow, through sheer grit, and determination, through countless hours of trying to out hustle your competition, this episode is for you. We're going to unpack capital Group's latest Pathways to Growth research and what it revea…
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Rechercher les épisodes précédents de PracticeLab.
ÉPISODES PRÉCÉDENTS 🔗
Offering special needs planning is one way to help distinguish your services to clients and prospects, says Stephen Norton, a chartered special needs consultant (ChSNC) and the president of Saybrook Wealth Group. The father of a son diagnosed with autism at a young age, Norton has an interest in th…
How can financial advisors sift through all the AI noise? With the help of someone who knows both worlds. Derek Notman is a financial advisor with 20 years of experience and the founder and CEO of Intrepid Wealth Partners. He is also the founder and CEO of fintech Couplr AI, which uses AI and data …
How can financial advisors turn AI buzz into measurable efficiency? Aneet Deshpande, CIO at $50 billion RIA Clearstead Advisors, shares the blueprint he uses. Discover why your AI journey must start with a clear business strategy, how to identify the parts of your practice where you should consider…
Do you have a defined referral plan? Do you get as many referrals from CPAs and attorneys as you send to them? Have you segmented your book by how likely clients are to refer people to you, not just their net worth? Molly Bennard is the president of international operations at Focus Financial, a fi…
Are you considering buying another advisor's book or selling your own? Lloyd Sprague is an advisor at True Wealth Advisors with LPL in Colorado. Since joining True Wealth in 2017, Sprague has acquired seven other practices. In this episode, he shares about how to find a book that makes sense for yo…
Where do you turn for help in managing your practice? One resource that should be near the top of your list: a study group. Advisor study groups are among the top five most effective practice management resources, according to Cerulli Associates' 2023 US Advisor Metrics report. John Stadtmueller, …
What happens if your succession plan falls through? Good succession planning requires more than just identifying someone to take over your practice. It's about investing in the next generation. Sometimes, they're your own children. That's the story of Legacy Financial, an independent firm with Ray…
Why do top advisors who have a niche get 67% more take-home income than those who don't have a niche? Kristen Luke is the founder of Kaleido Creative Studio, a marketing firm dedicated to helping advisors with their marketing and client acquisition strategies. She is also the author of the Amazon …
Eliot Weissberg is the president of The Investors Center, a financial and longevity planning practice with $280 million in assets under management. Weissberg talks about how he carved out a niche in longevity planning, including partnerships with the MIT AgeLab and a patented, rules-based system f…
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Capital Group, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
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