2026 Client Outreach Calendar
Get fresh ideas and pro tips to engage your clients and deepen connections.
Use our Client Outreach Calendar to:
- Get month-by-month ideas for client outreach
- Reinforce your commitment to your clients
- Distinguish yourself from your competitors by prioritizing relationship building
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
Other Outreach Resources
Calendar in Action: Insights from Sales
Our Sales Leader Jennifer Tarsney shares her insights on how to use our Client Outreach Calendar to stay top-of-mind with clients all year.
Prepare Clients for Life's What-Ifs
Use this checklist to help clients organize important documents and information all in one place - so nothing gets lost in life’s transitions.
Master Client
Review Meetings
Use this step-by-step guide to elevate client meetings with proven agenda strategies, follow-up tips, and insights tailored to the unique needs of women investors.
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.
