10 traits of top teams, with Michael Schweitzer

What does it take to build a top team? Capital Group’s Michael Schweitzer, a former financial advisor with decades of experience in the industry, believes it’s all about thinking like an enterprise. “The best teams in the industry have figured out how to operate as an enterprise by building systems that allow them to operate much like some of America's most successful corporations today,” he says.   In this episode, you will hear Schweitzer detail the 10 things he thinks top teams should focus on to build an enterprise around their business and create lasting value. Much of this work involves process, but it takes the right mindset, too. “You have to believe in the opportunity for growth, and you have to commit to it,” Schweitzer says. For more, visit PracticeLab.

Om Podcasten

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. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.