Course

Build and lead a high-performing advisory practice

Gain the knowledge and strategies you need to help grow, scale and create lasting value in your business

Course summary

This interactive course can help you lead your firm like a chief executive, focused on what matters most and running a practice with clarity and purpose.

What you'll learn

What you’ll get

Who can benefit

Welcome to build and lead a high-performing advisory practice

To help you start your journey, watch Capital Group's Matthew P. O'Connor and Shaun Tucker, as they introduce you to what's behind this digital course, the topics covered and what to expect. 

MPO

Matthew P. O’Connor

Head of NACG and CEO of Capital Client Group

shaun-tucker-color-600x600

Shaun Tucker

Director of Practice Management

4MINVIDEO

Pick what’s important to you

Choose as many topics below as you like, in whatever order you choose. You control the experience.

Introduction
Define your goals
Use KPIs to grow
Assess practice value

Introduction
Structure for scale
Attract great talent
Align compensation
Bridge the generations
Develop team talent
Plan your succession

Introduction
Segment your book
Elevate the experience
Standardize client service
Deepen relationships

Introduction
Streamline efforts using SOPs
Lead through clarity
Roles and responsibilities

Case studies

See what the theories above look like in real-world practice. Find insights, ideas and inspiration that make it easier to visualize your next move. 

View case studies

Tools and takeaways

What are your next steps to consider? Eliminate the guesswork with these action items that help you build and maintain momentum.

View tools and takeaways

CE credit details

View CE credit details

Course glossary

View course glossary

For financial professionals only. Not for use with the public.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.