The Psychology of Growth:

What Sets Top Advisory Teams Apart

August 21, 2025, 12:30 - 1:30 PM EST


Register Now

Leading advisory teams aren’t just weathering market disruption—they’re growing through it. The Psychology of Growth reveals the powerful mindset and behavioral framework driving sustained success among top-performing advisors.

Based on research by the New York Life Investments’ Advisor Advancement Institute, this session reveals six months of immersive dialogue with high-growth teams across the country. Participants will explore five core attributes that consistently define high-performing teams, not as occasional habits, but as everyday practices implemented into their firm’s culture. This data-driven framework is backed by real-world case studies, making it immediately applicable for advisors who want to elevate team performance, deepen client engagement, and unlock long-term growth.

Starting In

00Days
:
00Hours
:
00Minutes

Panelists

Theresa Gralinski

Head of the Advisor Advancement Institute, New York Life Investments

Leda Zukowski

Director of Practice Management, Advisor Advancement Institute, New York Life Investments

Registration & Fees

Cost: Complimentary

Register Now

Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

(CFP® CE PENDING)

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Thank You to Our Sponsor