Book Dr. Amy
Energize. Inspire. And set the tone for an event your attendees will never forget.
Enhancing Relationships with Clients During Life Transitions
Life transitions can include caregiving, divorce, health issues, widowhood and retirement. Recognizing the impact of these events from a practical, emotional and family perspective and knowing how to converse with your clients about them will lead to a deeper relationship and provide for a more holistic planning experience.