Over the past several years, New York Life Investments has delved into the experiences of women investors, uncovering unique insights and strategies across various client segments. One of the most frequent questions from advisors has been about how best to work with women investors who are in established relationships – where the dynamic extends to both partners. This led us to expand our research into exploring the “couple” dynamic, which led to three interesting takeaways revealing the roles and behaviors of each partner when it comes to making decisions.
Join us for this webcast to:
- Obtain insight into what couples truly value in the client-advisor relationship and how to become not only their go-to investment point-of-contact, but also a trusted confidant.
- Understand how family backgrounds and upbringing have shaped your clients’ investment attitudes and decision-making processes today.
- Gain practical strategies to manage their different financial behaviors and perceptions, ensuring inclusive and effective guidance for both partners.
Don’t miss this opportunity to transform your approach to working with clients in the couple dynamic and elevate your practice to the next level.
SPEAKERS
Theresa Gralinski is Head of the Advisor Advancement Institute at New York Life Investments. Theresa leverages her advisor and client-facing experience to develop practice management and client acquisition strategies across various topics including Women & Investing, Building Effective Teams, Succession Planning and the Psychology of Growth for senior management and financial advisors at strategic partner firms.
Prior to joining New York Life Investments, Theresa spent the last 15 years as a marketing executive in the financial services industry creating integrated strategies to help growth-minded advisors build top-performing teams, improve client retention and increase prospect conversion. In her previous roles at Hightower and InvestmentNews, Theresa focused on developing robust content marketing plans that resonated with targeted audiences. Before finding her niche in the financial advice industry, Theresa was a content marketer in the automotive and pharmaceutical spaces.
Theresa has a Bachelor of Arts degree in Journalism and Public Relations from the University of Wisconsin.
Cesar Bastidas joined New York Life Investments as Director, Head of Internal Sales leading a team of 39 sales professionals (comprised of Internal Advisor Consultants and Sales Managers) and today is a Director of the Advisor Advancement Institute. Cesar is responsible for development and delivery of various practice management themes across various topics including Building Effective Teams, Sustainable Investing and Client Acquisition & Retention to assist Senior Management and Financial Advisors at strategic partner firms.
Prior to joining New York Life Investments, Cesar spent 17 years at OppenheimerFunds in various sales, training, and leadership roles.
Cesar graduated from St. John’s University with a Bachelor of Science degree in Marketing and holds FINRA Series 7, 63 and 24 registrations. Cesar resides in New Jersey with his wife and 3 children.
This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. The featured speaker appearing in this seminar is solely responsible for the content of this presentation, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.
The Advisor Advancement Institute is a program within New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
FOR INSTITUTIONAL USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.