For more than a year, we’ve been meeting with advisors, like you, to understand the challenges you face day-to-day and the dynamics driving your practice. Then, we met with experts, conducted research, and started to build tools that can help address these challenges. We tested and re-built, working closely with advisors to fine-tune our program.
Introducing a reimagined approach to helping clients address the challenges facing their businesses. Our promise that through the uncertainty of the future, we’ll be by your side providing clarity, guidance, tools, and a plan.
Over time this program will grow into a robust suite of content and tools, covering existing and emerging trends that will affect your business. You can expect it to provide in-depth knowledge and actions to help you grow your business.
Ideas in development:
Lesson 1: Breaking Unconscious Exclusion
40% of women believe advisors treat women differently than men.
Lesson 2: Rethinking Roles
30% of women feel advisors are less likely to listen to investing ideas from a woman.
Lesson 3: Rescuing Relationships
Nearly 1 in every 4 women feel their advisor only somewhat understands their unique investment needs.
Lesson 4: Education is a Passport
44% of women are not confident in their knowledge of the market.
Lesson 5: Operating on Her Terms
83% of women consider it very important that an advisor meet on their terms.
You can’t shake hands with an algorithm or have a conversation with an email blast. 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 173 years. It is a deep belief in the value of advice and guidance. An appreciation for the special bond between an advisor and a client. While trends come and go, we’ve seen that when guidance, advice, and partnership converge—something truly special happens.
It drove us to look at leaders, innovators, and disruptors in other categories. We sought to relentlessly understand how we could leverage their learning and deliver real value for advisors. How we could make them better and help make their relationships with clients and colleagues more impactful.
Flip the icons below to learn about what inspired us and where we're going.