We recognize the pivotal role financial advisors play in the lives of their clients. Our research indicates that in order to foster strong connections and achieve high levels of client satisfaction, it is important for advisors to communicate proactively, with an average of 25 touchpoints per year.

Our brochure provides actionable opportunities throughout the year that make it easy to maintain regular contact and create lasting, productive client relationships.



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Learn how the Best Become the Best 

We partnered with Dr. Kevin Elko, a nationally renowned career enhancement and sport performance consultant, to develop our “How the Best Become the Best” program—a comprehensive assessment that will show you how to be more resilient, create a vision and build connections.

Attract and Retain Women Investors
Gain insights about advising women investors.

Learn How >

Sustainable Investing Strategies
Support clients balance personal values with investment value.

Learn More >

Build High-Performance Teams
Building the right team is imperative to grow your business and create greater scale. 

Learn How >

Redefining Retirement
Take a holistic approach to retirement by merging physical and mental health with financial goals. 



Building a high-performance culture

The world is changing faster than ever — and opportunities abound for investment teams that are willing to embrace this change and find new ways to do things better or differently.

Over a three-month period, we met with a variety of the country’s highest-performing financial advisory teams and their leaders—to identify the core principles and key attributes setting these top performers apart from their peers.

What we discovered was fascinating — a series of five common themes and traits that make these teams the best. And, more importantly, our process identified many practical, actionable steps you can implement today to build a stronger culture of success within your own organization.






The Advisor Advancement Institute is a program within New York Life Investments.