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  • Practice Management
  • CE Credit

26 June 2024 | 1:10 PM - 2:00 PM

Pathways to Growth - Maximize Client Value by Growing Wallet Share

Sponsored by Capital Group, home of American Funds Distributors, Inc.

 

Grow your business by redefining your role as a retirement income specialist. Acquire the modern retiree by positioning yourself as essential to helping clients achieve their retirement goals. This session will show you how to:

  • Use five retirement realities to illustrate why clients should consider consolidating assets with you.
  • Tailor your client engagement approach to clients’ retirement readiness.
  • Build your website and LinkedIn profiles to showcase your retirement income focus.

Speakers

Advisory Practice Management Consultant,

Max McQuiston

Advisory Practice Management Consultant,
Capital Group