CE WEBINAR REPLAY
Developing and Retaining the Rising Principals Shaping the Future of Wealth Management
Turning Development into Action
Advancement Needs a Visible Architecture
Make Mentorship Infrastructure, Not Folklore
FOR FIRM LEADERS
Develop the Rising Principals Shaping Your Firm
Identify the Rising Principals who can help shape your firm’s future and learn what it takes to attract, develop, and retain them. This playbook provides insights to help you create meaningful development paths that support their growth from advisor to enterprise leader.
Source: New York Life Investment Management's Beyond NextGen Survey, 2026.
Get practical guidance on how to:
- Turn development into a retention advantage
- Create clearer paths to career advancement
- Build stronger mentorship and leadership
- Develop business growth capabilities
FOR RISING PRINCIPALS
Rising Principals’ Personal Development Plan
As your career evolves, being intentional about your development can help you prepare for what’s next. Clarify where you want to go, seek out mentorship and support, and prepare for productive conversations about your development and career goals.
Source: New York Life Investment Management's Beyond NextGen Survey, 2026.
Get practical guidance on how to:
- Recognize where you add value beyond production
- Identify your next area for growth
- Connect with people who can support your growth
- Turn your goals into action
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
Put the Research Into Practice
Evaluate Your Firm’s Readiness
Determine how well your firm supports experienced advisory talent through development, advancement, mentorship, and compensation.
Rising Principal 90-day Plan
Build a focused 90-day plan to develop a Rising Principal’s capabilities, prepare them for greater responsibility, and identify the support they need.
See all Tool Kits
Easy-to-use toolkits featuring actionable resources designed to help you better engage with your clients and enrich your expertise.
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
