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. Our proven client tools 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:
- 12 foundational Client-facing Tools – customizable with your contact details
- 12 companion Advisor Guides – including introducing tools and follow-up
- Our Library of Tools, Guides, and Videos to share with clients
- Monthly Group Coaching – ask Dr. Amy questions and learn from peers
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'S IN THE TOOLKIT?
Our Foundational Tools encompass Life Transitions in general, and specific help for Retirement, Estate Planning, and Caregiving.
Life Transitions Tools
Implications of Life Transitions
Give clients a method to plan for – or react to – any life transition by using this tool to list the implications in categories and to consider possible ways to address them.
Creating a Plan 'B'
Help people to think about and create a backup plan when considering: “If there were a shift in my health or mobility, or the health or mobility of someone I love, what might I do differently?"
Mapping Your Journey
Using the analogy of a GPS, this tool helps your clients visualize their life journey by linking the decisions they make and the route they want to take, to their financial plan.
Chapters in Retirement
By illustrating how long retirement can last, this tool guides clients to better prepare for each chapter, ensuring they continue to have choice, control, and independence as they age through their retirement years.
The Meaning of Home
Give clients a means of determining ‘what makes home feel like home’. Helps identify what they consider important, if they decide to move or are forced to because of circumstances. It’s also a great way for couples to share their desires for where they wish to live.
Social Support Planner
Help your clients start thinking about the most important people in their lives, right now, and encourage them to continue to grow their social support as they age.
Meaningful Activities in Retirement
To maintain a sense of meaning and purpose in their later years, your clients can explore the things that currently motivate them and think about how to replicate that inspiration throughout their retirement.
Estate Planning Tools
Wills / POAs / Health Care Proxies Implications Guide
This tool provides a greater understanding of the repercussions of not having necessary Estate Planning documents in place.
This tool outlines a process that will help families have more effective, productive, and harmonious conversations.
3-Step Planning Process
Help your clients take action on their Estate Plan – either to get the important documents completed, or to make needed updates. It can also help inspire sharing this information with professionals and loved ones to ensure clarity and peace-of-mind for all.
Caregiving Task Planner
This tool will help your caregiving clients better manage all of the practical tasks involved in this pervasive life transition. It categorizes and lists those tasks, offers suggestions about how the workload could be distributed, and who to approach for help.
Spectrum of Care
Provide clients with an overview of the types of care available, what that care entails, 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 12 Foundational Client Connection Tools and Advisor Guides
✔ Client Tool Library - including Advisor Guides and Videos to share with clients
✔ 1 new Client Tool and companion Advisor Guide each month
✔ "Ask Dr. Amy" live monthly group coaching!