Core Traits that Help the Best Become the Best
We partnered with industry experts to truly understand the traits that help the best become the best. These modules were created as a direct result of those findings.
- About the Best
- Vision
- Teams
- Results
- Connections
- Resiliency
Why Are the Best the Best?
The first module focuses on why the best advisors are the best advisors and the same names are always on the top advisor lists. The opening module sets-up the values and characteristics of the top of advisors and set-up the masterclass series and advisor quiz.
Unlock Your Potential
Increase your self-awareness and master your mindset to become the best version of yourself. Because being the best is based on who you are, not what you do.
The Best of the Best Worksheet
Use this worksheet to consider your client’s holistic care – write out your client’s goals across these key areas of their life.
Creating Vision
The second module highlights on how to create a vision and the establishment of goals and objectives. Key areas of emphasis include 90-day goal setting and realization with reference to yourself and the competitive environment.
Be Exceptional
Gain an understanding of the steps you need to take to create a vision for yourself. It starts by asking one simple question: What if?
Creating Vision
Without vision, your daily tasks amount to “busy work” rather than purposeful work. This worksheet to uncover the things that motivate your clients and their vision.
Building a Great Team
The third module focuses on how to translate your vision and goals/objectives to the broader practice. Key areas of emphasis include the importance of teaming, key functions and building a culture of excellence.
A Commitment to a Clear Vision
Learn the benefits of a shared language and ways to focus on accountability as well as the three keys to building around it.
Building Great Teams
You will not unlock greatness alone. You will need a team committed to a clear vision. Learn what makes great teams—and great team leaders.
Measuring Results and Maintaining Focus
The fourth module highlights driving results and maintaining focus. Key areas of emphasis include the importance of nitty gritty goals and GMAs. Additional emphasis focuses on how to clear your head of clutter and the importance of self-talk.
Measuring Results and Maintaining Focus
Find out how focusing on your processes and habits can lead to success.
Why Measure Results and Goals?
Documenting your business’ priorities will help improve your likelihood of success. Find out how to clearly articulate your goals, helping you stay accountable to others and yourself.
Establishing Connections
The fifth module highlights the importance of building connections. Key areas of emphasis include the important actions and the opportunities you can take to build you practice, specifically with women and values-based investors.
The 5 “Cs” of Connection
Learn about the 5 “Cs” of connection—concern, context, commitment, communication and coaching—and how this can benefit your practice.
Establishing Connection
The ability to build long standing connections is imperative for the success of any advisor. Our research shows the strong relationships are formed through five key attributes.
Resiliency
The sixth module details how you can become a resilient advisor. Key areas of emphasis include the importance of self-concept, the power of intrinsic motivation and private speech.
The Three Steps of Resiliency
Find out how the three steps of resiliency—locked in, within, and all in—can all start through the skillful management of attention.
Why Resiliency?
There will be times in your journey where being a great advisor is challenging. Ensure you can come back stronger after facing setbacks with these three steps for being resilient.
MEET THE EXPERTS
Meet Dr. Kevin Elko
Meet Jennifer Tarsney
The Advisor Advancement Institute Team
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
MORE INSIGHTS FROM DR. KEVIN ELKO
The Road to Ultimate Resiliency
Raising Resilient Children and Young Adults
Building Resiliency in Young Adults
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.
The Advisor Advancement Institute is a program within New York Life Investments.
Dr. Kevin Elko is not affiliated with New York Life Insurance Company or any of its subsidiaries.