A simple strategy for closing more 401(k)s | Capital Group



A simple strategy for closing more 401(k)s

How can you convince prospective clients that you’re the advisor they can trust to help manage their company’s retirement plan? The answer lies in building trust and conveying your value. Hear Capital Group retirement specialists discuss proven techniques that can help you earn more 401(k) business.

Featured Speakers

Tom Warren Advisor education specialist
Renee Grimm Retirement plan counselor

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. 

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.