Why Are the Best the Best?
The first module focuses on why the best advisors are the best advisors and the same names are always on the top advisor lists. The opening module sets-up the values and characteristics of the top of advisors and set-up the Masterclass series and advisor quiz.
The second module highlights on how to create a vision and the establishment of goals and objectives. Key areas of emphasis include 90-day goal setting and realization with reference to yourself and the competitive environment.
Building a Great Team
The third module focuses on how to translate your vision and goals/objectives to the broader practice. Key areas of emphasis include the importance of teaming, key functions and building a culture of excellence.
Measuring Results and Maintaining Focus
The fourth module highlights driving results and maintaining focus. Key areas of emphasis include the importance of nitty gritty goals and GMAs. Additional emphasis focuses on how to clear your head of clutter and the importance of self-talk.
The fifth module highlights the importance of building connections. Key areas of emphasis include the important actions and the opportunities you can take to build you practice, specifically with women and values-based investors.
The sixth module details how you can become a resilient advisor. Key areas of emphasis include the importance of self-concept, the power of intrinsic motivation and private speech.
The Advisor Advancement Institute is a program within New York Life Investments.
R.J. Shook, SHOOK Research and Dr. Kevin Elko are not affiliated with New York Life Insurance Company or any of its subsidiaries.