Client Acquisition Strategies of High-Growth Advisors

Have you ever wondered what strategies successful financial professionals employ to not only retain but also continually attract new clients in all types of markets?

Capital Group's multi-year proprietary study of over 3,400 financial professionals identifies the key traits that helped top professionals more effectively engage new clients, add value to current relationships and lead teams optimized for growth. This live podcast will offer insight into how you can apply those skills in your practice. Plus, an advisor will share how these traits helped drive success in his practice.

What you’ll get:

• Examples that reveal how an intentional approach to client acquisition helped top financial professionals 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