Pat Hinton is a co-founder and senior partner at Boston Wealth Strategies, a fee-only financial planning firm under Commonwealth with over $1 billion in assets under management. Hinton describes how he and his partners create a collaborative culture at the firm, engage the next generation of advisors and build a succession and exit plan into their day-to-day operations. For more, visit <a href= "https://www.capitalgroup.com/advisor/practicelab/articles/making-your-financial-advisory-practice-bigger-than-yourself.html" target="_blank" rel="noopener">PracticeLab</a>.

Pat Hinton is a co-founder and senior partner at Boston Wealth Strategies, a fee-only financial planning firm under Commonwealth with over $1 billion in assets under management. Hinton describes how he and his partners create a collaborative culture at the firm, engage the next generation of advisors and build a succession and exit plan into their day-to-day operations. For more, visit PracticeLab.

Pat Hinton is a co-founder and senior partner at Boston Wealth Strategies, a fee-only financial planning firm under Commonwealth with over $1 billion in assets under management. Hinton describes how he and his partners create a collaborative culture at the firm, engage the next generation of advisors and build a succession and exit plan into their day-to-day operations. For more, visit <a href="https://www.capitalgroup.com/advisor/practicelab/articles/making-your-financial-advisory-practice-bigger-than-yourself.html" rel="noopener noreferrer">PracticeLab</a>.

Learn to make your advisory practice bigger than yourself, with Pat Hinton

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.

Business

Careers

Management

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.

Share Learn to make your advisory practice bigger than yourself, with Pat Hinton

Sign up to save your podcasts

Learn to make your advisory practice bigger than yourself, with Pat Hinton

Learn to make your advisory practice bigger than yourself, with Pat Hinton

More shows like PracticeLab

Capital Ideas Podcast

All-In with Chamath, Jason, Sacks & Friedberg

The Efficient Advisor: Tactical Business Advice for Financial Planners