Your Growth Partner

At New York Life, we’re more than product providers - we’re growth partners.

We’ve gathered the best business-building strategies our wholesalers use every day to help advisors like you strengthen client relationships and grow more effective practices.

Each turnkey idea is:

– Field-tested in real advisor settings

– Results-driven to help you stand out

– Designed to work in the real world

Host a private movie showing to create a memorable, family-friendly client experience.

 

How to Bring It to Life:

  1. Book the Venue – Partner with a local theater during off-peak times.
  2. Create the Invite List – Target clients with kids or grandkids, plus key prospects.
  3. Brand the Experience – Popcorn vouchers, welcome message on screen, branded giveaways.
  4. Build the Follow-Up – Send thank-you photos and invite to meet over coffee.

 

Sample Invite:

“Join us for a private movie event—our treat! Bring the kids, enjoy some popcorn, and spend a fun afternoon with your family (and ours!).”

 

Why It Works:

  • Family-friendly format encourages strong attendance
  • Builds emotional rapport
  • Creates memorable moments that set you apart

 

Haley can help you plan, customize, and execute these events from start to finish.

Chat with Haley

   

Haley Wilkes
Senior Regional Vice President
New York Life Annuities
Covering Territory: CO, UT, NM, AZ
Phone number: (719) 237-4435
Email: Haley_M_Wilkes@newyorklife.com
Internal Partner: Vishal Thadimari

Invite clients for a quick drink and conversation—then send them home with dinner for the family.

 

How to Bring It to Life:

  1. Partner with a Local Restaurant – Secure a space for casual meet-ups.
  2. Extend the Invite – Target clients you’ve been meaning to connect with.
  3. Set the Scene – Late afternoon or early evening for maximum convenience.
  4. Make It Meaningful – Focus on appreciation and listening.

 

Sample Invite:

“I’ll be at [Restaurant Name] this [day] from [time-time]. Swing by for good conversation and a meal on me.”

 

Why It Works:

  • Respects client time
  • Creates a personal, memorable gesture
  • Encourages open dialogue in a relaxed setting

 

Charles can help you plan, customize, and execute these events from start to finish.

Chat with Charles

   

Charles Baker
Senior Regional Vice President
New York Life Annuities
Covering Territory: AR, LA, MS, TN (Parts of Nashville), TX (Houston metro 770-777)
Phone number: (832) 722-9911
Email: Charles_Baker@ newyorklife.com
Internal Partner: Shane Murphy

Bring in a sport or business coach for a high-energy talk on performance, mindset, and resilience.

 

How to Bring It to Life:

  1. Partner with a Local Coach – Look for a compelling leadership story.
  2. Book a Venue – Gym, community center, or even a locker room.
  3. Invite Advisors Who Value Growth – Focus on leadership-minded clients.
  4. Add a Personal Touch – Branded promotional items.

 

Sample Invite:

“Join us for an evening with Coach \[Name]—a local legend who knows how to build teams and lead with heart.”

 

Why It Works:

  • Inspires and energizes
  • Leverages community pride
  • Offers a fresh alternative to traditional events

 

Erin can help you plan, customize, and execute these events from start to finish.

Chat with Erin

   

Erin Dzierwa
Senior Regional Vice President
New York Life Annuities
Covering Territory: OH, KY
Phone number: (347) 574-2102
Email: erin_e_dzierwa@newyorklife.com
Internal Partner: Ari Zucker

Run a short-game clinic for small groups at a local golf course or practice facility.

 

How to Bring It to Life:

  1. Partner with a Golf Pro – Focus on putting, chipping, and bunker work.
  2. Reserve a Practice Green – Early morning or twilight hours work well.
  3. Invite a Select Group – Keep it intimate for more interaction.
  4. Add a Thoughtful Touch – Branded golf towels, balls, or refreshments afterward.

 

Sample Invite:

“Join me for a short game clinic with [Pro’s Name]—a fun, hands-on session to sharpen your skills.”

 

Why It Works:

  • Combines professional development with personal enjoyment
  • Encourages quality conversations
  • Offers a unique experience that stands out

 

Lesley can help you plan, customize, and execute these events from start to finish.

Chat with Lesley

   

Lesley Gaudiosi
Senior Regional Vice President
New York Life Annuities
Covering Territory: MD, VA, DC, WV
Phone number: (703) 975-7745
Email: Lesley_M_Gaudiosi@newyorklife.com
Internal Partner: Ray Higgins