View our video to find out how this program can help you go from good to great – then take the 50-question assessment. Your responses will be benchmarked against Top Advisors on 5 key traits to help determine your areas of strength, while providing insight into areas of growth opportunity. Your results also get matched to practical lessons you can immediately apply to your practice.
We partnered with RJ Shook and Dr. Kevin Elko to truly understand the traits that help the best become the best. These modules were created as a direct result of those findings.
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.
Our research shows the best aren’t satisfied with being the best. They want to be great. Do you have what it takes to be great?
Use this worksheet to consider your client’s holistic care – write out your client’s goals across these key areas of their life.
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.
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?
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.
Learn the benefits of a shared language and ways to focus on accountability as well as the three keys to building around it.
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.
Find out how focusing on your processes and habits can lead to success.
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.
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.
Learn about the 5 “C’s” of connection—concern, context, commitment, communication and coaching—and how this can benefit your practice.
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.
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.
Find out how the three steps of resiliency—locked in, within, and all in—can all start through the skillful management of attention.
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.
Recent studies show you aren’t alone, our experts share tangible ways to overcome those feelings of burnout.
We have invested in a team of practice specialists that are available to help advisors clients build deeper client relationships and better practices.
The Advisor Advancement Institute is a program within New York Life Investments.
R.J. Shook, SHOOK Research and Dr. Kevin Elko are not affiliated with New York Life Insurance Company or any of its subsidiaries.
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