The Business Activator Blueprint: A 90-Day Plan to Drive Intentional Growth – New York Life Investment Management – 5.8.26

Summary:

In today’s environment, growth does not happen by chance. It is built through intentional action and a clear plan. Join us for this webcast to explore a six-step framework designed to help advisory teams activate growth in a focused and repeatable way.

We will walk through key elements such as designing your strategy, connecting with purpose, and amplifying your voice, all brought to life through real-world case studies that show how teams put these ideas into practice. You will leave with a clearer path to prioritize your efforts, strengthen client engagement, and take meaningful steps forward over the next 90 days.

Join us to learn how to apply a 90-day growth plan to your practice:

• Focus your growth strategy: Identify where to direct your time and resources for the greatest impact.
• Strengthen business development: Build more intentional connections with clients and centers of influence.
• Activate your plan: Turn ideas into action with practical steps that support consistent, measurable progress.

Whether your goal is to expand your network, deepen relationships with existing clients, or build a more durable pipeline, this session offers practical, actionable insights you can implement right away.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

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 has led and coached internal sales teams at New York Life Investment Management and now develops practice management programs that help financial advisors and firm leaders grow and strengthen their businesses.

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.