September 19 – Cultivating the next generation of business developers in financial advisory firms – New York Life Investements – 1 CE Credit

 Cultivating the next generation of business developers in financial advisory firms by New York Life Investments

Registration is complimentary for financial advisors.

Summary: 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. More...

Date: Friday, September 19, 2025

Time: 1:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.