How an ‘activator’ mindset helps advisors win new clients

Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how an “activator” mindset can help advisors build relationships and win new clients.
  • Oct 28, 2026

Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how an “activator” mindset can help advisors build relationships and win new clients.

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