Women, wealth and success, with Elisabeth Cullington and Janet Acheatel

Many financial professionals these days are trying to reach women. Elisabeth Cullington and Janet Acheatel may have built the success model with Women and Wealth, a specialty practice that has helped grow HoyleCohen Wealth Management, their San Diego-based registered investment advisor firm, to more than $2 billion* in assets under management. Host Leslie Geller leads the conversation as Acheatel and Cullington describe their “for women, by women” approach to helping clients tackle life transitions, such as selling a business, going through a divorce, retiring or being recently widowed. They share their “clone the client” process for acquiring new business, along with steps you can take to acquire and work more effectively with women clients. To learn 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.