Module

Think like a CEO

Sharpen your vision to drive lasting value.

Lead with clarity.

This series helps advisors set actionable business goals, use key performance indicators (KPIs) to sharpen focus and strengthen long-term business value — all through the lens of enterprise thinking. By identifying what matters most, you’ll help create the structure and alignment needed to rally your team, serve your ideal clients and make steady progress toward a stronger future. It’s the groundwork that makes strategic execution possible.

Module length

Think like a CEO lessons

About 40 minutes

Clarify what you’re working toward. In this lesson, you'll explore how clearly defined business goals can help bring focus and momentum to your practice. Learn from fellow advisors, reflect on your own priorities and use the included tools to consider meaningful, actionable goals that align with the future you want to build.

Take the lesson

about 40 minutes

Make your metrics matter. Once you've identified KPIs, this lesson shows you how to track them effectively and use what you learn to guide strategic decisions. Hear how advisors translate metrics into action, then create your own plan for influencing results — both proactively and when performance veers off course.

Take the lesson

about 20 minutes

Build with the future in mind. In this lesson, you'll examine the common drivers of long-term business value and assess where your firm stands today. Hear how advisors shape their strategies with lasting value in mind, then use the included tool to surface opportunities for growth and identify pain points to address now.

Take the lesson

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. 

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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

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Course glossary

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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.
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.