Webcast – Cultivating the next generation of business developers in financial advisory firms – New York Life Investments – 9.19.25

Overview:
Title: Cultivating the next generation of business developers in financial advisory firms
Date: Friday, September 19, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

The world of financial advisory firms is evolving rapidly. A new breed of business developers, once called “rainmakers,” is playing a leading role in attracting affluent clients and winning their loyalty. These individuals are not just maintaining the status quo; they are driving growth and innovation in an increasingly competitive landscape.

At New York Life Investments, we developed the Advisor Advancement Institute to provide essential practice management insights designed to better-equip advisors and advisory teams to achieve organizational goals. Therefore, we partnered with Columbia Business School to delve into the concept of succession planning and help provide a better understanding of what is needed to cultivate the next generation of business development leaders.

Join us for this webcast to:

  • Grow your Practice: Discover how to identify and develop the next generation of business developers.
  • Gain new clients: Learn strategies for supporting career growth of your team, equipping them with business developer competencies needed to win new clients consistently.
  • Promote long-term success: Explore how to create a culture that fosters continuous development and empowerment.

Don’t miss this opportunity to stay ahead of the curve and ensure your firm continues to grow.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:
Theresa Gralinski Theresa Gralinski Head of the 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.
Rita D. McGrath Rita D. McGrath Academic Director and Faculty Member Columbia Business School

Rita is a best-selling author, sought after speaker, and an American strategic management scholar and professor of management at Columbia Business School. She is one of the world’s top experts on strategy and innovation and is consistently ranked among the top 10 management thinkers in the world.
Leda Zukowski Leda Zukowski Director, Advisor Advancement Institute New York Life Investments

Leda has spent the last 20 years developing and facilitating training and coaching for financial advisors, working with them to build trust and deeper connections with their clients.

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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