When it comes to life transitions, there are two types of people ...
those experiencing the change and the professionals advising them.
I walk beside both.
In our technology driven world, people are hungry for connection. Especially during times of change. If you're a professional advisor, now's your opportunity to develop relationships that will last a lifetime.
Are your clients confident you understand their needs?
Now more than ever, clients need a Trusted Advisor. That's why I have taken what I've been teaching for over 30 years and created the Trusted Advisor of Choice program.
In this 8-module, transformational course you'll learn to forge deeper, more authentic relationships with your clients. Master the art of relationship-based advising by embedding this program of practical knowledge, tools, and skills into your practice and give your clients the confidence they need to navigate life transitions.Learn More
Financial and life issues go hand in hand.
More than anything else, relationship based advising is about knowing your clients first and foremost as people. And as people we all face life transitions. Some are exhilarating like the launch of a new business or becoming a grandparent. Others are more challenging…like caregiving, a job loss, or widowhood.
Now you can give your clients exclusive access to Dr Amy’s Your Best Life Forward… an online site that provides the answers, inspiration, and connection needed to navigate more gracefully through any life change.Learn More
What People Are Saying About Dr. Amy
Because of Dr. Amy we were able to come together as a family.
Bernardine Perreira, CFP®
Certified Financial Planner
Insurance Agent | Raymond James Financial Planning Ltd.
It’s invaluable what I’ve learned. I’ve taken this information and I use it literally every single day.
Executive Financial Consultant
Spence & Associates Private Wealth Management
Investors Group Financial Services Inc.
With Dr. Amy they get a warm speaker talking about the issues that matter to the client...She gets them talking.
BMO Global Asset Management