10 traits of top advisory teams

  • |
  • 59 mins 54 secs
Like athletes who use training rituals to ensure peak performance, there are strategies that can help advisory teams build robust practices with staying power. Capital Group's Head of High Net Worth Michael Schweitzer and Mark Wilkins of UBS Private Wealth share 10 traits that they have seen help transform teams into top-performing enterprises that operate like successful corporations and create lasting value. They will also share tips and examples of how you can embed those traits into your solo or team practice.

To attend future webinar events, visit PracticeLab Webinars.

This video is available for one hour of continuing education (CE) credit for CFP and CIMA designations. Take the CE credit quiz.

10 traits of top advisory teams [PDF].

Visit PracticeLabTMyour practice management destination from Capital Group. 

Channel

Capital Group

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.

Information provided on this website is intended for use by financial advisors with persons who are eligible to purchase U.S.-registered mutual funds.

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

This content does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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.

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.

American Fund Distributors, Inc., member FINRA.