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. Watch our video and download our guide to see how we can support you.
Business Activator Program Named 2026 WealthManagement.com 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 The Advisor
Advancement Institute
Cesar Bastidas
The Advisor
Advancement Institute
Leda Zukowski
The Advisor
Advancement Institute
Kaana Smith
The 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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In June 2026, New York Life Investment Management was recognized as a finalist in the WealthManagement.com 2026 Industry Awards (“Wealthies”). The awards, presented by WealthManagement.com, recognize outstanding achievement, innovation, and leadership by firms and individuals in the wealth management industry.
No direct or indirect compensation was paid in connection with obtaining or using this award. The award is not indicative of future performance, does not reflect the experience of any individual client, and should not be construed as an endorsement or recommendation. For more information regarding the award methodology and selection criteria, click here: https://informaconnect.com/wealth-management-industry-awards/marketing-toolkit