From Marketing Professional to Financial Advisor| Wealth Advisory Track Model

Learn what skills and personal attributes help one of our top advisors go from a career in marketing to a career helping clients achieve their long-term financial goals. To learn more about becoming a financial advisor with Eagle Strategies, a New York Life company, connect with a recruiter visit

From Former Insurance Agent to Financial Advisor | Wealth Advisory Track Model

Hear how one of our Agents transitioned to financial advisor by tapping into the power of mentorships and the many resources of New York Life. To learn more about becoming a financial advisor with Eagle Strategies, a New York Life company, connect with a recruiter visit

Build Successful Financial Advisory Careers & Business

A Quick Guide to Capital Markets, Asset Classes, Mutual Funds, Insurance, Tax Saving Instruments, and Advisory-based Sales