In today’s environment, growth does not happen by chance. It is built through intentional action and a clear plan. Join us for this webcast to explore a six-step framework designed to help advisory teams activate growth in a focused and repeatable way.

We will walk through key elements such as designing your strategy, connecting with purpose, and amplifying your voice, all brought to life through real-world case studies that show how teams put these ideas into practice. You will leave with a clearer path to prioritize your efforts, strengthen client engagement, and take meaningful steps forward over the next 90 days.

Join us to learn how to apply a 90-day growth plan to your practice:

- Focus your growth strategy: Identify where to direct your time and resources for the greatest impact.

- Strengthen business development: Build more intentional connections with clients and centers of influence.

- Activate your plan: Turn ideas into action with practical steps that support consistent, measurable progress

Whether your goal is to expand your network, deepen relationships with existing clients, or build a more durable pipeline, this session offers practical, actionable insights you can implement right away.


SPEAKERS

Theresa Gralinski
Head of the Advisor
Advancement Institute

New York Life
Investment Management

Cesar Bastidas
Director, Advisor
Advancement Institute

New York Life
Investment Management

Leda Zukowski
Director, Advisor
Advancement Institute

New York Life
Investment Management

Accepted for one hour of CFP CE Credit and IWI CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders.

This presentation is intended to be educational and informative in nature and is subject to change. Results from collaboration strategies will vary by advisor and client and are not guaranteed. Success depends on engagement, specialist availability, and consistent execution.

The Advisor Advancement Institute is a program within New York Life Investment Management. “New York Life Investment Management” is the brand name and service mark used to represent a group of affiliated investment advisors of New York Life Insurance Company, including New York Life Investment Management LLC, a registered investment advisor.

FOR INSTITUTIONAL USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.