PracticeLab

About PracticeLab

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.

Publisher

Capital Group

Category

business · business

Language

en

Explicit

No

First episode

3 Dec 2020

Latest episode

14 Nov 2025

Latest episodes

11 of 43 episodes have a transcript.

1. 

   14 Nov 2025TRANSCRIPT

   Beyond hustle: How strategic scale helps power growth

   If you're an advisor who's built your practice through the sweat of your brow, through sheer grit, and determination, through countless hours of trying to out hustle your competition, this episode is for you. We're going to unpack capital Group's latest Pathways to Growth research and what it reveals about how top advisors are growing faster, not by working harder, but by scaling smarter.

2. 

   31 Jul 2025TRANSCRIPT

   Making special needs planning a part of your practice, with Stephen Norton

   Stephen Norton, ChSNC and President of Saybrook Wealth Group, shares three pointers for advisors to integrate special needs planning into their practices, offering a valuable client differentiator.

3. 

   26 Jun 2025TRANSCRIPT

   Use AI to make more human connections, with Derek Notman

   Derek Notman, CEO of Couplr AI, discusses how financial advisors can leverage artificial intelligence to foster more meaningful human connections with prospective clients in this interview.

Inside a recent episode

Beyond hustle: How strategic scale helps power growth

Published 14 Nov 2025 · Transcript excerpt

[…] And more than 70 % of them review it annually. So that tells you about the discipline in dedication to this plan. And put in layman's terms, you know, when you think about it, if I don't have a road map of where I want to go, how do I know where I'm going to go and be how I'm going to get there? So to double click on that a little bit more, they also articulate the vision and mission of their team across the board. And they have better alignment within the team towards those two things as well. And a really quick way of understanding whether or not your team is aligned is to ask each person on the team, why should our clients and prospects hire us versus anybody else that they're meeting with? […]

Who has been a guest on PracticeLab

Names identified in recent episode analyses. Showing up to five guests.

• Stephen Norton
• Derek Notman
• Aneet Deshpande
• Molly Bennard
• Lloyd Sprague

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

24,545

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.8 / 5

18 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 60 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

59

Social presence

0

YouTube

76

Engagement

77

Contact PracticeLab

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.