This structure poses truly unique challenges. Help ensure your advisors are equipped with the tools and insights to create a successful multi-generational practice.
Help your advisors create more resilient teams to effectively navigate key development challenges. Explore the program descriptions on this topic below and speak to your Capital Group Strategic Sales team member about items that interest you.
- Family teams
- Growing & expanding teams
- Best practices
- Navigating conflict
The Kelley Group
Private briefings for teams
Get to the heart of the unique issues confronting your team.
Advantage Coaching & Training
Family teams
Focus on creating a powerful culture, positive relationships and a path for growth.
Capital Group
Elite Engagement®: Future-proof your practice: Resilience
Equip yourself with tools to create a resilient, multi-generational practice.
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.
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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.
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