We’ve spent hundreds of hours working with advisors like you to understand the challenges you face and the dynamics of your
practice. We’ve paired those insights with our expertise and research to show how we’re invested in your business.
With you in mind, we’ve built a robust suite of content and tools, covering existing and emerging trends and a wide
range of timely topics that will affect your business.
This calendar and brochure provides actionable, timely opportunities throughout the year that make it easy to reach out and create lasting, productive client relationships.
The LifeFolio checklist helps you organize the paperwork associated with key aspects of your financial life.Download checklist
The RetirementFolio checklist can be used to create your personal balance sheet—a comprehensive, yet brief, overview of your finances.Download checklist
Revisiting your beneficiaries—especially after major life events—is the best way to make sure that you are taking care of those most important to you.Download checklist
Helping with your clients’ financial literacy journeyDownload Advisor Portion
Determine if you have any potential risks to your practice by answering a series of questions about your current client relationshipsDownload questionnaire
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.
Lesson 6: Results with relationships
53% of women say it’s extremely important for an advisor to take ownership of his or her actions.
Masterclass: building the ideal relationship with women clientsCE Credit: Register for the replay today
Get a better understanding of sustainable investing with the Candriam Academy accredited training platformAccess training
See the insights from our research findings including:
1. The rise of the "value-driven" investor
2. Advisor recommendations drive ESG investor interest
3. Environmental factors rate highest among investors
Take inventory of all activities within your business and align each with a member of your teamDownload checklist
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 175 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.