<p class="MsoNormal">Offering special needs planning is one way to help distinguish your services to clients and prospects, says Stephen Norton, a chartered special needs consultant (ChSNC) and the president of Saybrook Wealth Group. The father of a son diagnosed with autism at a young age, Norton has an interest in this type of planning that is personal, not just professional. He shares three pointers to help advisors bring special needs planning into their practices.</p>

Offering special needs planning is one way to help distinguish your services to clients and prospects, says Stephen Norton, a chartered special needs consultant (ChSNC) and the president of Saybrook Wealth Group. The father of a son diagnosed with autism at a young age, Norton has an interest in this type of planning that is personal, not just professional. He shares three pointers to help advisors bring special needs planning into their practices.

<p>Offering special needs planning is one way to help distinguish your services to clients and prospects, says Stephen Norton, a chartered special needs consultant (ChSNC) and the president of Saybrook Wealth Group. The father of a son diagnosed with autism at a young age, Norton has an interest in this type of planning that is personal, not just professional. He shares three pointers to help advisors bring special needs planning into their practices.</p>

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

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.

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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.

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

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

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