Fully vested in success — What’s behind every great retirement plan?

Foundation and structure
 

Resources on purpose, roles, team design and foundational capabilities.
 

• Build and lead a high‑performing advisory practice (digital course)
• Level up! Building and leading a high-performing practice
• Effective team structures for financial advisors
• Advisor productivity and execution best practices
• Think like a CEO: Goal setting for your advisor practice

Execution and operations
 

Resources on purpose, consistency, learning culture and day-to-day execution.
 

• From clients to coffee: SOPs help you serve both better
• Setting business goals & key performance indicator (KPI) builder
• Partner of choice: Working together to help grow your advisor practice

Growth and optimization
 

Resources for succession planning, continuity, scalability and long‑term sustainability.
 

• AI and how to use it in your practice
• AI prompt library for financial advisors
• Succession planning for financial advisors: A six-step roadmap
• Plan your succession
• Succession path planner

Resources for ongoing support
 

Capital Group Practice Management Insights hub
Central hub for practice management, operations and execution insights, webinars and CE opportunities.

Retirement plan solutions video library
Curated video hub that helps retirement plan professionals grow and win business.

Podcasts
A collection of investment insights and business-building success stories to access wherever you are.
 

Presentations for retirement plan professionals
Tap into our latest thinking with presentations to support your retirement plan business.

Courses to help you grow your business
Courses for financial advisors on topics such as attracting more clients and boosting practice productivity, many offering CE credit.*

Your growth plan
An interactive, research‑driven tool that helps financial advisors assess their growth capabilities and access personalized resources to strengthen their practices.

Books**
 

Dare to Lead: Brave Work. Tough Conversations. Whole Hearts. by Brené Brown
Leaders Eat Last, by Simon Sinek
Risk: A User's Guide, by General Stanley McChrystal and Anna Butrico
Start with Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek
Team of Teams: New Rules of Engagement for a Complex World, by General Stanley McChrystal
The 17 Indisputable Laws of Teamwork: Embrace Them and Empower Your Team, by John C. Maxwell
The Checklist Manifesto, by Atul Gawande
The Five Dysfunctions of a Team, by Patrick Lencioni
The Trusted Advisor, by David H. Maister, Charles H. Green and Robert M. Galford
Unreasonable Hospitality, by Will Guidara

*For CFP and IWI. CFP credit is available only for U.S.-based advisors.
**For informational purposes only. Capital Group is not responsible for the content therein.