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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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Relationship Alpha
Create a personalized growth plan for your practice
Thursday, September 15, 2022, 11:00 AM PT/2:00 PM ET

CE credit: 1 hr., CFP and CIMA

Is your practice optimized for growth?


Our Pathways to Growth: Advisor Benchmark Study of more than 2,300 advisors reveals how practice management optimization helped some advisors grow at double the rate of their peers. In this webinar, our practice management and wealth specialists will share how high-growth advisors gained efficiency, deepened client engagement and found opportunities for new business — and show you how to apply them in your practice.


What you'll get:
 

  • Success secrets of high-growth advisors
  • Actions to take to help optimize your practice management
  • Steps to personalize your growth


Leslie Geller is a wealth strategist at Capital Group. She has 13 years of industry experience and has been with Capital Group since 2019. Prior to joining Capital Group, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School. Leslie is based in Los Angeles.

Wassan Kasey is an advisory Practice Management Consultant and national speaker at Capital Group, home of American Funds. She has 16 years of industry experience and has been with Capital Group for two years (as of 12/19/2019). She holds a bachelor's degree in business administration from the University of Southern California. Wassan is based in Los Angeles.

Chris Gies is senior vice president of advisor Practice Management Director for Capital Group. He has more than three decades of industry experience and specializes in training high-level advisors on various practice development topics.

Michael Schweitzer is a director of distribution for High Net Worth at Capital Group, home of American Funds. He has 32 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Michael worked as global head of sales and distribution at HSBC. Before that, he held a variety of senior roles as a managing director at UBS and Merrill Lynch. He holds a bachelor's degree in business administration from San Diego State University. Michael is based in Los Angeles.


*CFP credit is available only for U.S.-based webinar registrants.


Join our webinar series and never miss an event.

Join our webinar series and never miss an event.

You are registered for this webinar. 

You are registered for this event.
Join the webinar up to 15 minutes before the start of the event.


Leslie Geller
Wealth Strategist
Wassan Kasey
Advisor Practice Management Consultant
Chris Gies
Director, Advisor Practice Management
Michael Schweitzer
Head of High Net Worth

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.