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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Strategic Scale
Webinar on demand: 10 traits of top advisory teams

60 MIN WEBINAR

 


1 hr.: CE credit


Like athletes who use training rituals to ensure peak performance, there are strategies that can help advisory teams build robust practices with staying power. Capital Group's Head of High Net Worth Michael Schweitzer and Mark Wilkins of UBS Private Wealth share 10 traits that they have seen help transform teams into top-performing enterprises that operate like successful corporations and create lasting value. They will also share tips and examples of how you can embed those traits into your solo or team practice. 


What you’ll get:
 

  • Tips to create an optimal client definition and alignment framework
  • How to transform your value proposition into a marketing statement
  • Ideas on building a robust, operational “engine room” through standardization 
  • Insight to establish principles to build high-functioning teams

Who can benefit:
 

  • Solo practitioners and teams seeking to drive scale and build sustainable, consistent growth

Watch on demand for one hour of CE credit for CFP and CIMA designations. Take the CE credit quiz.




Learn more about
Strategic Scale
Team Management
Planning & Productivity
Client Relationship & Service

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