Join thousands of advisors who have benefitted from Dr. Amy's guidance

The Art of Deepening Relationships

Receive 1 CE credit (see below)

Trust is the critical foundation of any authentic and successful client-advisor relationship.

People want human connections, especially during today’s challenging COVID times.


Space is limited. Reserve now!

Please note you will receive email reminders about this webinar and about other Dr. Amy programs. You can unsubscribe at any time.

In this session, you will hear from Dr. Amy D’Aprix, who shares the two biggest causes of breakdown in trust and 3 keys to building it!   Her unique perspective will help you build trust and enables you to put the “personal” in personal financial planning.


You’re in the relationship business and are likely an excellent active listener. But are you a Level 3 listener?


Open-ended questions often don’t get to the heart of what matters to your clients. Are you asking high-impact questions?


Your job is to creating genuine connections with clients. How powerful would it be if you could convey empathy easily?

About Dr. Amy  

An internationally respected expert on life transitions and relational insights, Amy D’Aprix holds a Ph.D. in social work and has consulted the financial industry, along with training advisors for over a decade. Thousands of people have benefited from her guidance through educational programs, coaching, speaking engagements, and client workshops that all deliver ROI.

Learn more about full mastery of relationship-based advising with our TRUSTED ADVISOR OF CHOICE program >


In the United States: 1 hour CE credit for this webinar has been granted by CFP Board.

In Canada: The Art of Deepening Relationships webinar has been accredited for 1 hour of IIROC Professional Development and qualifies for 1 FP Canada Approved CE Credit.

You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the full live webinar.