PracticeLab®

Client Experience

Business Management

Financial Planning
CE CREDIT CENTER
Select a Category

Client Acquisition

Our Pathways to Growth: 2022 Advisor Benchmark Study revealed that a deliberate client acquisition strategy — including a focus on branding, marketing and prospecting — helped drive outsized practice growth. Explore the PracticeLab content below to start developing these client acquisition capabilities in your business, or view similar collections for more smart practice moves: Relationship alpha and Strategic scale.

BACK TO PATHWAYS TO GROWTH
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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
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.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, 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.