PracticeLab

A podcast by Capital Group

Categories:

Business

33 Episodes

  1. The riches are in the niches, with Kristen Luke

    Published: 10/28/2024

  2. Longevity planning for client retention and acquisition, with Eliot Weissberg

    Published: 9/19/2024

  3. Learn to make your advisory practice bigger than yourself, with Pat Hinton

    Published: 8/19/2024

  4. Carving out a niche and winning prospects in it, with Scott Oeth

    Published: 5/29/2024

  5. Providing customized planning using teaming and technology, with Letitia Berbaum and Bart Zandbergen

    Published: 4/3/2024

  6. Building a brand that speaks to your clients, with Bart Zandbergen and Letitia Berbaum

    Published: 3/28/2024

  7. Empowering women through gray divorce and beyond, with Lynne Knox

    Published: 2/16/2024

  8. Using client psychographics to fuel organic growth, with Mary Beth Storjohann

    Published: 8/29/2023

  9. Rebranding a practice focused on mindfulness and money, with Mary Beth Storjohann

    Published: 8/23/2023

  10. Discovering what works in digital marketing, with James Comblo

    Published: 6/29/2023

  11. Planning for succession in a way that creates wins for the team, with Ben Wong

    Published: 12/7/2022

  12. Future-proofing a practice with a strong team and “over service,” with Ben Wong

    Published: 12/7/2022

  13. Helping clients select an executor, with Stacey Delich-Gould and Anne Gifford Ewing

    Published: 7/5/2022

  14. Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver

    Published: 4/26/2022

  15. Winning Main Street clients by mastering the employee handbook, with Rhonda and Scott Ferguson

    Published: 3/28/2022

  16. “Force multipliers” as the catalyst for growth, with Jonathan Freeman and Brian McCarver

    Published: 2/25/2022

  17. Using behavioral finance to help clients live their best lives, with Jay Wheeler

    Published: 1/28/2022

  18. A succession plan for success, with Kyle Weber and Nick John

    Published: 11/30/2021

  19. Forget pink. Building a practice that serves women better, with Heather Ettinger

    Published: 11/10/2021

  20. Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff

    Published: 8/12/2021

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If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.