Webcast Details
Friday, September 19th, 1 PM ET
Accepted for 1 CFP/IWI/CFA
CE Credit
The world of financial advisory firms is evolving rapidly. A new breed of business developers, once called “rainmakers,” is playing a leading role in attracting affluent clients and winning their loyalty. These individuals are not just maintaining the status quo; they are driving growth and innovation in an increasingly competitive landscape.
At New York Life Investments, we developed the Advisor Advancement Institute to provide essential practice management insights designed to better-equip advisors and advisory teams to achieve organizational goals. Therefore, we partnered with Columbia Business School to delve into the concept of succession planning and help provide a better understanding of what is needed to cultivate the next generation of business development leaders.
Join us for this webcast to:
- Grow your Practice: Discover how to identify and develop the next generation of business developers.
- Gain new clients: Learn strategies for supporting career growth of your team, equipping them with business developer competencies needed to win new clients consistently.
- Promote long-term success: Explore how to create a culture that fosters continuous development and empowerment.
Don’t miss this opportunity to stay ahead of the curve and ensure your firm continues to grow.
SPEAKERS
Theresa Gralinski
Head of Advisor
Advancement Institute
Rita D. McGrath
Academic Director and Faculty Member, Columbia Business School
Leda Zukowski
Director, Advisor
Advancement Institute
Accepted for one hour of CFP CE Credit and IWI CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders.
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.
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