Explore exclusive programs designed to help with prospecting and building a centers of influence (COI) pipeline.
Give your advisors access to time-tested strategies and programs designed to strengthen referrals and improve branding, sales and marketing skills. Explore the program descriptions on this topic below and speak to your Capital Group Strategic Sales team member about the items that interest you.
- Referrals & centers of influence
- Branding & marketing
- Sales & communication skills
Altius Learning
Acquisition Immersion System (AIS)
Learn the seven fundamental acquisition strategies employed by the most successful advisors.
Altius Learning
Referral Immersion System (RIS)
Gain insight into the key steps for a winning referral strategy and how to put them into practice.
Cooper Strategic
2X® acquisitions
Use neuroscience and research to help increase production and generate significantly more referrals.
The Kelley Group
Client acquisition 6-week sprint (virtual)
Learn the psychology of turning friends, family and acquaintances into advocates who provide referrals.
The Kelley Group
90-day client acquisition game
Master the art of client acquisition with a strategy designed to rapidly increase new business development.
The Kelley Group
Centers of influence — building a professional referral network
Learn a step-by-step process for finding and developing productive relationships with centers of influence.
Advantage Coaching & Training
The next gen rainmaker
Learn three business acquisition strategies that are designed to work in today’s environment.
Michael St. Lawrence
How to attract more high-net-worth (HNW) prospects
Learn how to find more prospects and convert these initial connections.
Michael St. Lawrence
Social media strategies that generate new HNW prospects
Learn how to find more prospects and convert initial connections into qualified prospects.
Financially Empowered
The signature advisor program
Gain insights to help increase assets, revenue, referrals, retention and next-gen relationships.
Capital Group
Elite Engagement®: Fuel growth with a COI engagement strategy
Access a client-centric method for generating new referral streams.
Capital Group
Elite Engagement®: Future-proof your practice: Differentiation
Learn effective strategies for working more closely with the communities you serve.
Capital Group
Elite Engagement®: Prospect & grow using digital strategies
Boost your digital skills to find and attract new clients.
Capital Group
Elite Engagement®: An advisor's guide to client acquisition
Build your client acquisition strategy around digital marketing, engaging COIs and driving client referrals.
Contact your Capital Group Strategic Sales team member
Let’s discuss which programs may help your advisors and organization pursue your goals.
The third-party programs and services listed on this page are intended to highlight potential items of interest and should not be considered advice, an endorsement or a recommendation from Capital Group or its affiliates.
For financial professionals only. Not for use with the public.
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.