Identify Your Activators
Meet the Business Activator and Future-proof Your Advisory Firm
Activating the Next Generaton of Advisors
Playbook: Harness the Power of Business Activators
Learn to identify and cultivate the activator mindset within your team to attract and retain high-value clients, drive growth, and build a foundation for succession.
Get practical guidance on how to:
- Embed training and development into your performance strategy
- Build team culture based on empathy, collaboration, and shared success
- Leverage technology and social platforms to expand client networks
- Use content and thought leadership to drive new business
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
More Business Developer Resources
Unlocking Growth Leaders from Within
Discover how to hire, coach, and promote the next generation of business development talent.
Identify Activator-Aligned Traits
Explore key business developer attributes and how to identify them in interviews and performance reviews.
All Tool Kits
Human Powered
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. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
