Practice management: A Navy SEAL’s secrets of success under conditions of uncertainty

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The new paradigm RIA firms now operate under has caused drastic dislocations operationally, as well as in client engagement.

A former Navy SEAL provides an overview of the team’s approach to decision-making in uncertain conditions. He’ll provide actionable steps so that RIAs can apply it to their business — to help them overcome the lack of command and control, increase firm efficiency and strengthen client outreach as resources are dispersed.

In this webinar, participants will learn how to:

• Apply the Navy SEAL approach to decision-making to cultivate a high-performing, adaptable team
• Create a mission statement that clearly defines the goal, roles and responsibilities, rules of engagement, and measures of success to guide the team
• Develop a system to align the team, pivot to changing conditions and learn from mistakes
• Foster a culture of empowerment, giving the team the authority to make decisions with the limited information they have

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

American Funds Distributors, Inc., member FINRA.

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Speakers

Jonathan D. Wilson
National Accounts Manager
Capital Group

Jonathan D. Wilson is a national accounts manager at Capital Group, home of American Funds®. He has four years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Jonathan worked as an associate trader at Goldman Sachs. Before that, he was a Navy SEAL in the United States Navy. He holds a bachelor's degree in history from the University of Maryland. Jonathan is based in Weston, Connecticut.