Master the Psychology of Growth  

We met with high-performing financial advisory teams and their leaders to identify what sets top performers apart from their peers.

   

Use this playbook to:

  • Learn the five power principles driving high-performing teams
  • Hear real-world success stories from top teams
  • Get actionable steps to get your team started on each principle

   

We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.

        

      

   

More Team Building Resources

   

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Build a High-Performance
Culture

Use these five key pillars that underpin the best-performing teams to drive growth for your organization.

   

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Discover Your One
Word for Success

Transform your team's focus and drive success by identifying and rallying around a single powerful guiding principle.

        

   

All Tool Kits

Put Sidelined Cash to Work
Help Clients Invest with Taxes In Mind
Deepen Client Relationships
Master the Five Principles of High-Performing Teams
Start Succession Planning

        

        

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.