Take the 50-question assessment to benchmark yourself against Top Advisors on 5 key traits. Your results will provide insight into your strengths and growth opportunities with practical lessons to apply to your practice.

     

Core Traits that Help the Best Become the Best

We partnered with RJ Shook and Dr. Kevin Elko to truly understand the traits that help the best become the best. These modules were created as a direct result of those findings.

Core Traits that Help the Best Become the Best
about the best
results connections resiliency

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.


Why the Best Are the Best

Our research shows the best aren’t satisfied with being the best. They want to be great. Do you have what it takes to be great?

The Best of the Best Worksheet


The Best of the Best Worksheet

Use this worksheet to consider your client’s holistic care – write out your client’s goals across these key areas of their life.

The Best of the Best Worksheet

Creating Vision

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.


Be Exceptional

Gain an understanding of the steps you need to take to create a vision for yourself. It starts by asking one simple question: What if?

Creating Vision

Creating Vision

Without vision, your daily tasks amount to “busy work” rather than purposeful work. This worksheet to uncover the things that motivate your clients and their vision.

Creating Vision

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.


A Commitment to a Clear Vision

Learn the benefits of a shared language and ways to focus on accountability as well as the three keys to building around it.

Building Great Teams


Building Great Teams

You will not unlock greatness alone. You will need a team committed to a clear vision. Learn what makes great teams—and great team leaders.

Building Great Teams

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. 


Measuring Results and Maintaining Focus

Find out how focusing on your processes and habits can lead to success. 

 

Why Measure Results and Goals?


Why Measure Results and Goals?

Documenting your business’ priorities will help improve your likelihood of success.  Find out how to clearly articulate your goals, helping you stay accountable to others and yourself.

Why Measure Results and Goals?

Establishing Connections

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 5 “C’s” of Connection

Learn about the 5 “C’s” of connection—concern, context, commitment, communication and coaching—and how this can benefit your practice.

Establishing Connection

Establishing Connection

The ability to build long standing connections is imperative for the success of any advisor. Our research shows the strong relationships are formed through five key attributes.

Establishing Connection

Resiliency

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 Three Steps of Resiliency

Find out how the three steps of resiliency—locked in, within, and all in—can all start through the skillful management of attention.

 

Why Resiliency?

Why Resiliency?

There will be times in your journey where being a great advisor is challenging. Ensure you can come back stronger after facing setbacks with these three steps for being resilient.

Why Resiliency?

         

Are You Experiencing Burnout?


Recent studies show you aren’t alone, our experts share tangible ways to overcome those feelings of burnout.

Are You Experiencing Burnout?

         

      

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.