Master the Psychology of Growth  

We met with high-performing financial advisory teams and their leaders to identify what sets top performers apart from their peers.

   

Use this playbook to:

  • Learn the five power principles driving high-performing teams
  • Hear real-world success stories from top teams
  • Get actionable steps to get your team started on each principle

   

We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.

        

      

   

More Team Building Resources

   

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Build a High-Performance
Culture

Use these five key pillars that underpin the best-performing teams to drive growth for your organization.

   

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Discover Your One
Word for Success

Transform your team's focus and drive success by identifying and rallying around a single powerful guiding principle.

        

   

All Tool Kits

Put Sidelined Cash to Work
Help Clients Invest with Taxes In Mind
Deepen Client Relationships
Master the Five Principles of High-Performing Teams
Start Succession Planning

        

        

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.