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.
To learn more, download a copy of our new Mastering the Psychology of Growth playbook or view the infographic.
Looking for motivation to start your week? Sign up to get weekly motivational messages directly from Dr. Kevin Elko.
By subscribing you are consenting to receive personalized online advertisements from New York Life Investments.
Explore Our Timely Topics
Human powered
You can’t shake hands with an algorithm or have a conversation with an email blast. At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. It is a deep belief in the value of advice and guidance. An appreciation for the special bond between an advisor and a client. While trends come and go, we’ve seen that when guidance, advice, and partnership converge—something truly special happens.
Advisor Advancement Institute
We have invested in a team of practice specialists that are available to help advisors build deeper client relationships and better practices.
Client Connections
LifeFolio Checklist
RetirementFolio Checklist
Beneficiary Review Checklist
The Advisor Advancement Institute is a program within New York Life Investments.