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PracticeLab

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. Capital Client Group, Inc.

info_outline Making special needs planning a part of your practice, with Stephen Norton 07/31/2025
info_outline Use AI to make more human connections, with Derek Notman 06/26/2025
info_outline How to build an effective AI strategy for your practice, with Aneet Deshpande 05/27/2025
info_outline How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial 04/22/2025
info_outline So you want to buy another advisor’s practice, with Lloyd Sprague 03/04/2025
info_outline 4 steps to creating a study group, with Good Advisors Finish First 01/28/2025
info_outline When succession doesn’t go according to plan, with Legacy Financial 12/18/2024
info_outline The riches are in the niches, with Kristen Luke 10/28/2024
info_outline Longevity planning for client retention and acquisition, with Eliot Weissberg 09/19/2024
info_outline Learn to make your advisory practice bigger than yourself, with Pat Hinton 08/19/2024
info_outline Carving out a niche and winning prospects in it, with Scott Oeth 05/29/2024
info_outline Providing customized planning using teaming and technology, with Letitia Berbaum and Bart Zandbergen 04/03/2024
info_outline Building a brand that speaks to your clients, with Bart Zandbergen and Letitia Berbaum 03/28/2024
info_outline Empowering women through gray divorce and beyond, with Lynne Knox 03/01/2024
info_outline Using client psychographics to fuel organic growth, with Mary Beth Storjohann 08/29/2023
info_outline Rebranding a practice focused on mindfulness and money, with Mary Beth Storjohann 08/23/2023
info_outline Discovering what works in digital marketing, with James Comblo 06/29/2023
info_outline Planning for succession in a way that creates wins for the team, with Ben Wong 12/07/2022
info_outline Future-proofing a practice with a strong team and “over service,” with Ben Wong 12/07/2022
info_outline Helping clients select an executor, with Stacey Delich-Gould and Anne Gifford Ewing 07/05/2022
info_outline Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver 04/26/2022
info_outline Winning Main Street clients by mastering the employee handbook, with Rhonda and Scott Ferguson 03/28/2022
info_outline “Force multipliers” as the catalyst for growth, with Jonathan Freeman and Brian McCarver 02/25/2022
info_outline Using behavioral finance to help clients live their best lives, with Jay Wheeler 01/28/2022
info_outline A succession plan for success, with Kyle Weber and Nick John 11/30/2021
info_outline Forget pink. Building a practice that serves women better, with Heather Ettinger 11/10/2021
info_outline Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff 08/12/2021
info_outline Building a retirement plan business, with Greg Mendoza 05/17/2021
info_outline Multigenerational planning and powerful next-gen marketing, with Karen DeRose 04/28/2021
info_outline Better practice management and productivity, with Ray Evans 04/07/2021
 
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