Courses to help you grow your business

The best courses for financial advisors and RIAs focus on your top priorities – attracting more clients and boosting practice productivity – all while providing CE credit.*

Build a high-growth business plan in 5 steps

Successful retirement planning for today’s modern midlife

Bring the power of multigenerational growth to your practice

Site, search, social – How to attract prospects through digital marketing

Turbocharge your brand

Reinvent your retirement playbook

*For CFP and CIMA. CFP credit is available only for U.S.-based advisors.

Workshops

Small group workshops, hands-on learning and a customized curriculum provide the insights advisors like you need to market your business, increase efficiency and grow through digital prospecting – all hallmarks of high-growth practices according to our latest Pathways to Growth: 2024 Advisor Benchmark Study.

Topics include:

Practice management

  • Turbocharge your brand
  • Acquire the ideal client
  • Drive productivity and efficiency
  • Centers of influence strategy
  • Future-proof your practice
  • Guide to succession planning

Wealth strategy

  • Tax planning
  • Estate planning
  • Philanthropy and gifting
  • Family governance
  • Wealth transfer
  • Life, business and career transitions

Retirement plans

  • Building income resilience
  • Goals-based planning
  • Retirement brand value prop
  • Bridge to wealth management
  • Acquisition strategies
  • Retirement in motion

Here to help

Our team of advisor practice management, wealth planning and retirement planning specialists offer decades of experience. They’ve spent thousands of hours in the field, consulting with advisors like you to help them reach their business and client goals.

 

To find out more about our consulting resources, connect with your Capital Group wealth management specialist.

Paul Cieslik

Advisor Practice Management Consultant

Wassan Kasey

Advisor Practice Management Consultant

Leah Ryan

CRPC®

Advisor Practice Management Consultant

Max McQuiston

CIMA®, CFP®, RMA®

Advisor Practice Management Consultant

Leslie Geller

LLM, JD

Senior Wealth Strategist

JNW

Jon Wainman

Advisor Practice Management Consultant

Jonathan Young

PPC

Senior National Accounts Manager

KTEB

Kate Beattie

CFP®, CFS®

Senior Retirement Income Strategist

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