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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, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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Marketing & Client Acquisition
Traits of top advisors in 2024

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

Do you know the key success traits of top advisors?


Capital Group's multiyear proprietary study of nearly 3,000 advisors1 identifies the key traits that helped top advisors more effectively engage new clients, add value to current relationships and lead teams optimized for growth. In this webinar, Capital Group's Content Director Will McKenna, along with Wealth Strategist Leslie Geller and Head of Customer Research and Insights Mike Van Wyk, will offer insight into how you can apply those skills in your practice. Plus, two advisors share how these traits helped drive success in their practice. 


What you’ll get:
 

  • Examples that reveal how an intentional approach to client acquisition helped top advisors grow faster than their peers
  • Insight on key wealth planning services that can increase client satisfaction and referrals
  • Research-backed tips on how tools like standard operating procedures (SOPs) helped high-growth advisors do more for clients in less time

Who can benefit: U.S. financial professionals who want to know how they compare to the highest growth advisors and learn best practices designed to serve clients better.



Leslie Geller is a senior wealth strategist at Capital Group. She has 15 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 and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles. 

Casey Snyder is partner and managing director at The Sedoric Group. A financial advisor since 2008, Casey joined The Sedoric Group in 2015. He earned his Certified Financial Planner™ designation in 2017 and received multiple recognitions for his work. Casey had the honor of delivering the commencement address at Great Bay Community College in 2019, and today serves on their advisory board. Casey graduated from the University of Vermont with a dual major in psychology and sociology. Casey and his family live in Greenland, New Hampshire.

Mike Van Wyk is a senior market research manager at Capital Group, home of American Funds. He has 25 years of industry experience and has been with Capital Group for seven years as of December 31, 2022. 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.

Tom Sedoric is partner and executive managing director at The Sedoric Group. A financial advisor since 1984, Tom engages the planning process to help clients in all walks of life coordinate their resources across various legal, tax and financial landscapes. Tom served four New Hampshire governors as the advisory chair to the state’s Department of Resources and Economic Development, advising on business and economic matters. He also served on the Industry Advisory Council of the New Hampshire Bureau of Securities Regulation. Tom holds a Bachelor of Arts degree in psychology and finance from the University of Vermont. He lives with his wife, Barb, in a beautiful home nestled on the shore of the Atlantic Ocean with their Labrador retriever, Winnie.


1Pathways to Growth: 2023 Advisor Benchmark Study.


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Join the webinar up to 15 minutes before the start of the event.


Featured Speaker
Leslie Geller
Senior Wealth Strategist
Casey Snyder
Partner & Managing Director, The Sedoric Group
Mike Van Wyk
Head of Customer Research and Insights
Tom Sedoric
Partner & Executive Managing Director, The Sedoric Group

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

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

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.

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.