Want to differentiate your client experience?
Demonstrate you care, beyond the money, with meaningful touchpoints.
We built this toolkit to help financial advisors with crucial human-connection conversations as your clients' approach life's different stages and changes in mid-life and beyond. Our tools have proven to help you connect what's important in your clients' lives to their financial needs.
We know that talking about LIFE is not only one of the most effective ways to engage couples, especially women, older adults, and your clients' heirs – but it's what they want! It also increases client satisfaction, loyalty, and referrals – which is great for business!
Here's the GREAT news.
We can help you give your clients exactly what they want.
We start you off with:
- Growing Library of 25+ Client-facing Tools – customizable with your contact details
- Companion Advisor Guides – how to introduce, follow-up, sample scripts, emails, promotional copy
- Best Practices to Get You Started – intro session, playbook, implementation tips
- Client-Friendly Videos – share with clients and prospects to introduce the topic
- Monthly Live Group Coaching – ask questions, get answers, learn from peers
- Monthly Newsletter & Communications – tips, techniques, success stories, inspiration
We're always trying to have meaningful conversations with clients and not just investment or portfolio updates. The tools sparked really important conversations and caused clients to think about these topics in ways they hadn’t before. These really help as a differentiator and add to the value we offer clients.
Greg H. – Wealth Advisor 16 years
WHAT TYPES OF TOOLS?
Covering a wide variety of Life Transitions and business categories our Client Tools are uniquely designed for clients in mid and later life.
Topics such as: Aging Well, Divorce, Health Challenges, Helping Aging Parents, Legacy Planning, Widowhood, and Engaging Women Clients. Some specific examples are:
Life Transitions Tools
Implications of Life Transitions
Give clients a method to for planning/reacting to a life transition.
Creating a Plan 'B'
Helps people to think about and create back-up plans in the event of a health challenge.
Mapping Your Journey
A GPS analogy to guide clients with their life and financial planning.
Chapters in Retirement
Illustrates how long retirement can last and guides clients to better prepare for each chapter, maintaining choice, control, and independence as they age.
The Meaning of Home
Helps identify ‘what makes home feel like home’ and important aspects when considering a move. (A helpful method for couples to share their perspectives.)
Social Support Planner
Considerations for who might provide help when aging and encourages continued social support growth.
Meaningful Activities in Retirement
Focuses on maintaining a sense of meaning and purpose as one ages, exploring current motivators and how to continue that inspiration throughout retirement.
Estate Planning Tools
Wills / POAs / Health Care Proxies Implications Guide
Provides a greater understanding of the repercussions when necessary Estate Planning documents are not in place.
An effective communication process for families to have more productive and harmonious conversations about any Life Transition.
3-Step Planning Process
Helps clients take action on their Estate Plan – outlines steps for wishes to be understood and carried out.
Caregiving Task Planner
A helpful method of engaging and assigning broader support for the practical needs of providing care to a loved one.
Spectrum of Care
Outlines the types of care available, where it can be provided, and who delivers the treatment or service.
Clients have more choices than ever and want their financial plan to be about their LIFE, not just about their money. Our Client Connections Toolkit gives you proven, meaningful touchpoints to do just that. When you talk to your client about their life, they will be your client for life!
WHY DR. AMY?
Dr. Amy D’Aprix has consulted for the financial industry and trained advisors for over 15 years. Thousands of people have benefited from her guidance through speaking engagements, educational programs, and coaching that deliver ROI. Dr. Amy holds a PhD in social work and is an internationally respected expert on life transitions and relational insights.
I introduced the Plan B tool in a meeting with a couple and it's changed my relationship with the wife. They were not on the same page, now are, and she's now more active in our meetings.
Thank you Dr. Amy.
Dave P. – 20+ years CFP
What you'll receive:
✔ Instant access to our growing library of 25+ Client-facing Tools
✔ Companion Advisor Guides with Tool introduction and follow-up methods
✔ Client-friendly Videos to share with clients about the Tool topic
✔ Live Group Coaching each month
✔ New Client Tools, Videos, & Advisor Guides through the year