Navy SEAL secrets of success, with Jonathan Wilson

As a veteran who spent 16 years serving in the Navy Sea, Air and Land (SEAL) Forces, Jonathan Wilson knows a thing or two about making decisions in uncertain conditions. At Capital Group, where he now consults with advisors on how to grow their retirement plan business, Jonathan helps financial professionals apply the lessons he learned as a Navy SEAL to help them grow in today's fast-paced industry. In this episode, you'll hear Jonathan share his three keys to success: mission, systems and culture. In his discussion of systems, Jonathan digs into what he calls the four P's — problem, plan, perform and probe — and how to implement them in your team. And he shares insights about culture and what it takes to lead a high-performing team. 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.