GIVE YOUR CLIENTS A
LIFE TRANSITIONS TOOLKIT
Provide solutions for your clients' life transitions that cement your relationship and make you referrable.
Tools That Keep You and Your Clients Engaged
There's nothing more powerful than the gift of insight during the unsettling times of change. Give your clients the tools they need to better manage their stress and the human connection that keeps them clients for life. It's a gift Robo Advisors can't ever give.
It's time for your clients to see you as a Trusted Advisor in all areas of their lives!
Life Transitions Toolkit
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I've been having better conversations with clients in the last two weeks. I just called a client and I ended up knowing more about him and building better rapport in 15 minutes than all my other previous phone calls.
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Deepen your connection
Demonstrate that you understand your clients beyond their money... and that you see them as people.
Create meaningful interactions
Use every tool as a way to engage meaningfully with your clients. They'll thank you for the fresh perspective and practical ideas for dealing with life's challenges.
Why Dr. Amy?
Dr. Amy D’Aprix is an internationally respected expert on life transitions and relational insights. Holding a Ph.D. in social work, she has consulted for the financial industry and trained advisors for over a decade. Thousands of people have benefited from her guidance through speaking engagements, educational programs, and coaching that deliver ROI.
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I've taken a lot of courses and this is the best laid-out program. I can't believe the quality. Totally impressed with the videos, worksheets, love the tools.
Dr. Amy has made it so easy!
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What's Included in the Life Transitions Toolkit
NAVIGATING LIFE TRANSITIONS
Help your clients learn how to identify and cope with the practical, emotional, family, and financial/legal aspects of any life transition.
CHAPTERS IN RETIREMENT
Better understand how your clients want to live a fulfilling retirement in the early, middle, and late stages.
MEANINGFUL ACTIVITIES IN RETIREMENT
Gain insight into what brings your client's a sense of life purpose in retirement.
THE MEANING OF 'HOME'
Find out what makes 'home' feel like home to your clients and the things that are most important in the event they need to move.
CREATING A PLAN 'B'
Give your clients a framework to begin the process of creating a Plan B in the event of a shift in their health or mobility or the health or mobility of someone they love.
SOCIAL SUPPORT PLANNER
Help your clients identify the people they can turn to for both emotional and practical support as they age.
ESSENTIAL CONVERSATIONS
Give your clients a step by step process for talking to the most important people in their lives about the most important things in their lives.
3 STEP PLANNING PROCESS FOR END OF LIFE PLANNING
Help your clients get their affairs organized and understood, so that their loved-ones know their wishes and are not left with issues to sort out while they are grieving.
CAREGIVING TASK PLANNER
Enable your clients in the caregiving role to identify the type of help they need and who they can reach out to.
If you would like to share information about this course with your team or manager:
Download Program Overview“
100%
of participants would recommend the program to their colleagues.
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If you would like to speak to someone about this program, please reach out to us here.
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The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
