Building a World Class Practice: A Guide to Creating Growth & Opportunity

Advisors must optimize their teams to capitalize on growth in the face of competition, uncertainty and evolving client demands. In this session we will provide insights on new client acquisition, generational wealth transfer, demonstrating how you are different from other advisors, building and retaining a cohesive, high-performing team, succession planning and maintaining profitability levels as you grow. 

Sponsored by: Capital Group | American Funds