Specialists and resources to support your growth
Whether you are looking to build a digital brand, extend your relationship to the next generation of clients or make retirement plans a bigger part of your practice, we can connect you with experienced consultants and specialists to help you achieve your practice goals.
Advisor Practice Management Team
Our team of practice management specialists and consultants brings decades of experience working with advisors like you to help them reach their business goals. Explore ways you can engage through our largescale webinars and workshops or smaller consulting engagements.
Paul Cieslik,
Advisor Practice Management Consultant
Paul is a business coach who works with thousands of professionals each year on the mindset needed to take a financial advisor practice to the next level. His decades of investment industry experience include over 20 years at Capital Group.
Wassan M. Kasey,
Advisor Practice Management Consultant
Wassan has been coaching financial advisors on business management, client engagement and growth strategies since 2009. With over 20 years of industry experience, Wassan specializes in creating personalized approaches to helping advisors advance their practices.
Leah Ryan, CRPC®,
Advisor Practice Management Consultant
Leah brings more than 25 years of industry experience in investing, insurance and retirement income. Passionate about helping financial professionals take their practices to the next level, Leah takes an approach based on understanding, empathy and compassion.
Max McQuiston, CIMA®, CFP®, RMA®
Advisor Practice Management Consultant
Max has nearly 30 years of investment industry experience working with top advisors and takes a personal and practical approach to practice management. With a specialty in retirement income, Max’s gift is making complex concepts easy to understand.
ELITE ENGAGEMENT
With small group workshops, hands-on learning and a customized curriculum, we provide the insights advisors need to market their practice, increase efficiency and grow through digital prospecting — all hallmarks of high-growth practices according to our latest
Pathways to Growth: 2023 Advisor Benchmark Study.
Guidance from experienced consultants
Highly structured learning experiences delivered in person or virtually
Customized curriculum designed around your goals
Implementation and accountability partnership
Topic areas for workshops and consulting
- Turbocharge your brand
- Acquire the ideal client
- Deliver results, not performance
- Deliver priceless value
- Drive productivity and efficiency
- A leader's guide to succession planning
- Fuel growth with a center-of-influence engagement strategy
- Prospect and grow using digital strategies
- Acquiring modern retirees
- Future-proof your practice
Please contact your Capital Group | American Funds sales representative to explore Elite Engagement or to arrange a meeting with our practice management consultants.
Wealth Management Specialists
Our specialists can guide you on a range of wealth management strategies like tax and estate planning, while also showing you new ways to expand your business by cultivating trust with your clients’ families. The team offers national and firm-level engagements.
Leslie Geller, LLM, J.D.,
Senior Wealth Strategist
Leslie is a wealth strategist with more than 15 years of industry experience. Before joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP and advised high and ultra-high net worth clients on taxation, wealth transferr and family governance.
Retirement Specialists
Through national and firm-level engagements, our retirement specialists can help you increase your focus on retirement services and planning — from enhancing the way you talk to clients about retirement income, to expanding your retirement plan business.
Jonathan Young, PPC,
Senior Vice President
Jonathan is a senior national accounts manager. He has more than 30 years of investment industry experience and has been with Capital Group for 28 of those. He holds a bachelor’s degree in speech communication from Old Dominion University.
Kate Beattie, CFP®, CFS®,
Senior Retirement Income Strategist
As a senior retirement income strategist, Kate is responsible for relationship management and sales development. She has more than 15 years of industry experience. Prior to joining Capital, Kate led the advanced strategies group at Jackson.
Years of experience as of January 1, 2023.