The power of high-touch, holistic client service, with Ira Rapaport and team

With more than $2 billion* in assets under management and a 95% retention rate, Ira Rapaport and his team from New England Private Wealth Advisors must be doing something right. The fee-only registered investment advisor firm based in the Boston area credits their remarkable organic growth to next-level client experience as well as a focus on the softer side of planning, developing deep, long-term relationships with client families. It takes a long-term team approach to pull it off. Hear several members of the team join the conversation to share how they work together to provide a holistic planning experience, along with examples of the types of client services that have helped them become a multibillion-dollar firm. To learn more, visit PracticeLab. *As of Nov. 2020.

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.