PracticeLab
By Capital Group
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Category: Management
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Episodes: 38
Description
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.
| Episode | Date |
|---|---|
|
Beyond hustle: How strategic scale helps power growth
|
Nov 14, 2025 |
|
Making special needs planning a part of your practice, with Stephen Norton
|
Jul 31, 2025 |
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Use AI to make more human connections, with Derek Notman
|
Jun 26, 2025 |
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How to build an effective AI strategy for your practice, with Aneet Deshpande
|
May 27, 2025 |
|
How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial
|
Apr 22, 2025 |
|
So you want to buy another advisor's practice, with Lloyd Sprague
|
Mar 04, 2025 |
|
4 steps to creating a study group, with Good Advisors Finish First
|
Jan 28, 2025 |
|
When succession doesn't go according to plan, with Legacy Financial
|
Dec 18, 2024 |
|
The riches are in the niches, with Kristen Luke
|
Oct 28, 2024 |
|
Longevity planning for client retention and acquisition, with Eliot Weissberg
|
Sep 19, 2024 |
|
Learn to make your advisory practice bigger than yourself, with Pat Hinton
|
Aug 19, 2024 |
|
Carving out a niche and winning prospects in it, with Scott Oeth
|
May 29, 2024 |
|
Providing customized planning using teaming and technology, with Letitia Berbaum and Bart Zandbergen
|
Apr 03, 2024 |
|
Building a brand that speaks to your clients, with Bart Zandbergen and Letitia Berbaum
|
Mar 28, 2024 |
|
Empowering women through gray divorce and beyond, with Lynne Knox
|
Mar 01, 2024 |
|
Using client psychographics to fuel organic growth, with Mary Beth Storjohann
|
Aug 29, 2023 |
|
Rebranding a practice focused on mindfulness and money, with Mary Beth Storjohann
|
Aug 23, 2023 |
|
Discovering what works in digital marketing, with James Comblo
|
Jun 29, 2023 |
|
Planning for succession in a way that creates wins for the team, with Ben Wong
|
Dec 07, 2022 |
|
Future-proofing a practice with a strong team and "over service," with Ben Wong
|
Dec 07, 2022 |
|
Helping clients select an executor, with Stacey Delich-Gould and Anne Gifford Ewing
|
Jul 05, 2022 |
|
Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver
|
Apr 26, 2022 |
|
Winning Main Street clients by mastering the employee handbook, with Rhonda and Scott Ferguson
|
Mar 28, 2022 |
|
"Force multipliers" as the catalyst for growth, with Jonathan Freeman and Brian McCarver
|
Feb 25, 2022 |
|
Using behavioral finance to help clients live their best lives, with Jay Wheeler
|
Jan 28, 2022 |
|
A succession plan for success, with Kyle Weber and Nick John
|
Nov 30, 2021 |
|
Forget pink. Building a practice that serves women better, with Heather Ettinger
|
Nov 10, 2021 |
|
Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff
|
Aug 12, 2021 |
|
Building a retirement plan business, with Greg Mendoza
|
May 17, 2021 |
|
Multigenerational planning and powerful next-gen marketing, with Karen DeRose
|
Apr 28, 2021 |
|
Better practice management and productivity, with Ray Evans
|
Apr 07, 2021 |
|
The benefits of having a niche and an advisory board, with Ray Evans
|
Apr 07, 2021 |
|
Navy SEAL secrets of success, with Jonathan Wilson
|
Feb 24, 2021 |
|
Putting wellness at the center of financial planning, with David and Evan Coles
|
Jan 28, 2021 |
|
Women, wealth and success, with Elisabeth Cullington and Janet Acheatel
|
Dec 03, 2020 |
|
How a retainer fee model helps drive growth and "phantom referrals," with Abby Spaulding
|
Dec 03, 2020 |
|
Building a multibillion-dollar advisory practice through mentoring, with Jeff Dobyns
|
Dec 03, 2020 |
|
Welcome to the PracticeLab podcast
|
Dec 03, 2020 |