Join Capital Group practice management consultants and advisors as they help you take your practice to the next level, from client acquisition and team management to retirement planning and succession.
Most webinars offer one hour of continuing education (CE) credit for CFP and CIMA.* Subscribers to the series have access to all upcoming and past events, supporting materials and CE credit quizzes. You’ll also get the Capital Ideas newsletter, featuring the week’s most compelling investment insights.†
Marketing
How high-performing teams use AI as a growth driver
THURSDAY, APRIL 17, 2025
11:00 AM PT/2:00 PM ET
Michael Kitces and our AI specialists share ways to use AI tools to help improve and grow your practice.
1 hour CE credit for CFP* and CIMA
Watch on demand
Get more out of PracticeLab webinars:
- See upcoming events
- Watch past webinars on demand
- Access supporting materials
- Earn CE credit
Marketing & Client Acquisition
Site, search, social — How to attract prospects through digital marketingCE credit: 1 hr., CFP* and CIMA
Retirement Plan Business
Pursue growth and stability with retirement plansCE credit: 1 hr., CFP* and CIMA
Planning & Productivity
Create a personalized growth plan for your practiceCE credit: 1 hr., CFP* and CIMA
Marketing & Client Acquisition
Bring the power of multigenerational growth to your practiceCE credit: 1 hr., CFP* and CIMA
Retirement Planning
Successful retirement planning for today’s modern midlifeCE credit: 1 hr., CFP and CIMA
*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to 5 business days to receive your credit.
†Newsletter not available to registrants outside of the U.S. or advisors whose firms restrict access to Capital Ideas.
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