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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

Pathways to Growth
Webinar on demand: Pathways to growth

CE credit: 1 hr., CFP and CIMA 

60 MIN WEBINAR

 


REGISTER TO WATCH NOW

Get primed for growth!


The highest-growth financial advisors engaged in specific best practices that helped them grow more than 60% faster than average. Learn how they did it in the Pathways to Growth: 3 success factors of the highest-growth firms webinar, which unveils the key findings from our national survey of more than 1,500 advisors.


Join Mike Van Wyk, Capital Group’s vice president of customer research and insights, as he provides insight on some critical practice management activities and behaviors that are associated with growth … and some that aren’t. Plus, get practical tips on how to bring these success factors into your practice from Practice Management Consultant Paul Cieslik and Wealth Specialist Leslie Geller.


What you’ll get:

  • Three strategies behind the success of the highest-growth practices. 
  • Success stories and high-impact strategies you can implement now.
  • Pathways to Growth: Capital Group’s 2021 Advisor Benchmark Study.
  • Continuing education (CE) credit for CFP and CIMA. 

Who will benefit:

  • U.S.-based financial advisors at any career stage seeking accelerated growth.

Watch on demand for one hour of CE credit for CFP* and CIMA designations.



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.

Paul Cieslik is a senior vice president, advisory practice management consultant and national speaker at Capital Group, home of American Funds. He has 30 years of investment industry experience and has been with Capital Group for 21 years. He holds a bachelor’s degree in business and economics from St. Anselm College. Paul is based in Boston.

Mike Van Wyk is a senior market research manager at Capital Group, home of American Funds. He has 23 years of industry experience and has been with Capital Group for four years (as of 12/31/2019). Prior to joining Capital, Mike was director of global strategy development and advanced research methods at Procter & Gamble. He holds an MBA from the University of Texas at Austin and a bachelor's degree in horticulture from Michigan State University. Mike is based in Los Angeles.


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


Watch the replay and view the supporting materials.

Watch the replay and view the supporting materials.

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.


Featured Speakers
Leslie Geller
Wealth Strategist
Paul Cieslik
SVP, Advisor Practice Management
Mike Van Wyk
VP, Customer Research & Insights

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.

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.

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.