FPA Webinar
An Advisors Guide to Client Acquisition

It may come as no surprise, but research shows client acquisition is the top challenge for financial advisors and RIAs – even among those experiencing the highest growth.* If you are looking for a repeatable method for generating a steady stream of new clients, join this client acquisition master class for a five-step process to help you get started.

*Sources: Cerulli Associates, “U.S. Advisor Market,” 2023 and Capital Group, “Pathways to Growth: 2024 Advisor Benchmark Study.”

Wassan Kasey is Senior Vice President and Advisor Practice Management Consultant at Capital Group. She has 22 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, Wassan led the institutional and retail sales in the Western US for Milliman's downside hedge strategies. Before that, she was a portfolio manager and analyst, then later became an advisor coach at Wells Fargo Private Bank. She started her career as a financial advisor at Morgan Stanley. SHe hold sa bachelor's degree in business administration from the University of Southern California. Wassan is based in Los Angeles.