Invested in Advancing Your Growth.
Through a flexible mix of research-driven programs and resources, our Advisor Advancement Institute helps you address your most pressing challenges and perform at your very best.
Succession Planning Program Named 2025 MMI/Barron’s Finalist*
Supporting the next generation of advisor success — and earning national recognition along the way.
Actionable Resources
Easy-to-use tool kits designed to help better engage with your clients and enrich your expertise.
Put Sidelined Cash to Work
Help Clients Invest with Taxes in Mind
Deepen Client Relationships
Five Principles of High Performing Teams
Start Succession Planning
Riding Out Market Events
Practice Management Resources
Leveraging insights from top performing advisors, this 15-minute self-evaluation can help determine your areas of strength and opportunities for growth.
We provide educational content on a variety of general investing and capital markets topics that you can put to immediate use with clients.
Client Connections
Learn how staying invested may lead to greater financial outcomes.
Find out how to strategically invest your cash to take advantage of market opportunities.
Explore strategies to help navigate today’s market environment.
The Advisor Advancement Institute Team
Each team member brings deep expertise across our full suite of immersive practice management programs—ready to support through coaching, training, and speaking engagements. With diverse experience and unique perspectives, they deliver meaningful, advisor-focused engagement at every opportunity.
Theresa Gralinski
Head of Advisor
Advancement Institute
Cesar Bastidas
Director, Advisor
Advancement Institute
Leda Zukowski
Director, Advisor
Advancement Institute
Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
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*New York Life Investments was named a finalist for the "Distribution Excellence" category in the 2025 MMI/Barron’s Industry Awards. The awards, presented jointly by the Money Management Institute (MMI) and Barron's, recognize firms that demonstrate innovation and leadership in the investment advisory industry. The "Distribution Excellence" category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
New York Life Investments did not directly compensate MMI or Barron's to be considered for this recognition. However, indirect compensation such as event sponsorship, paid subscriptions, or group membership fees may exist. The finalist designation was announced on July 21, 2025, and reflects activity and performance during the period of June 1, 2024, through year-to-date 2025.
The firm believes that the methodology used in determining this recognition was designed to allow equal opportunity for positive and negative feedback and was not structured to produce a predetermined result. For more information on the award and methodology, please visit: https://www.mminst.org/mmibarrons-industry-awards