Key Insights to Unveiling the “Couple” Dynamic in Investing – New York Life Investments – 3.7.25

Overview:
Title: Key Insights to Unveiling the “Couple” Dynamic in Investing
Date: Friday, March 7, 2025
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand CE

Over the past several years, New York Life Investments has delved into the experiences of women investors, uncovering unique insights and strategies across various client segments. One of the most frequent questions from advisors has been about how best to work with women investors who are in established relationships – where the dynamic extends to both partners.

This led us to expand our research into exploring the “couple” dynamic, which led to three interesting takeaways revealing the roles and behaviors of each partner when it comes to making decisions.

Join us for this webcast to:

  • Obtain insight into what couples truly value in the client-advisor relationship and how to become not only their go-to investment point-of-contact, but also a trusted confidant.
  • Understand how family backgrounds and upbringing have shaped your clients’ investment attitudes and decision-making processes today.
  • Gain practical strategies to manage their different financial behaviors and perceptions, ensuring inclusive and effective guidance for both partners.

Don’t miss this opportunity to transform your approach to working with clients in the “couple” dynamic and elevate your practice to the next level.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Theresa Gralinski Theresa Gralinski Head of Advisor Advancement Institute New York Life Investments

For the past 15 years, Theresa has developed thought leadership and practice management initiatives specifically designed to help financial advisors grow their businesses and deepen client relationships.
Cesar Bastidas Cesar Bastidas Director, Advisor Advancement Institute New York Life Investments

Cesar draws on his broad sales experience to offer practice management on various topics such as building effective teams and client acquisition & retention to help senior managers and advisors at strategic partner firms.
This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. The featured speaker appearing in this seminar is solely responsible for the content of this presentation, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.

The Advisor Advancement Institute is a program within New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

FOR INSTITUTIONAL USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.

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