$375/mo USD for 12 mos

Your payment information will be stored on a secure server for future purchases

IMPORTANT:  To proceed, you must click the above box to confirm you have read and agree to our Terms of UsePrivacy Policy and Refund Policy.

An account already exists with this email address. Is this you?

Sign in

Trusted Advisor of Choice Monthly (IFB)

You've made an amazing choice to elevate your relationship-based advising!

You will have a full year to learn as modules are released to you monthly, including:
  • Bite-sized video lessons
    - eligible for 8 CE credits* upon completion
  • Conversation guides, to make the most of client meetings
  • Real-world case studies
  • Practical exercises to help embed skills
  • Live group coaching sessions
    - eligible for 1 CE credit each*
  • Client engagement tools

Important:

  • Please select 'Subscribe to our email list' to allow us to send information to you about this program.
  • After registering, you will receive an email regarding login. Please check your 'junk' or 'spam' folders if you do not see this email within an hour.
  • Please use Google Chrome as your desktop browser for better website performance.
  • Program access will be for 1 year from your registration date.
  • Your registration for this program is individually tailored.
    Please do not share your login information.
If you have any questions, please reach out to us here.
I can hardly wait to elevate your practice, together! 

 
* CE credits will be awarded upon 
completion of the first 8 Modules in the program, inclusively. 1 additional CE credit will be awarded upon completion of Module 9.

 

Dr. Amy's Trusted Advisor of Choice program has been accredited for a total of 7.75 hours of IIROC Professional Development CE. Each optional Trusted Advisor of Choice Live Group Coaching Session has been accredited for 1 hour of IIROC Professional Development CE (to a maximum of 8 additional).

Dr. Amy's Trusted Advisor of Choice program qualifies for a total of 8 FP Canada-Approved CE Practice Management Credits. Each optional Trusted Advisor of Choice Live Group Coaching Sessions qualifies for 1 FP Canada-Approved CE Practice Management Credit (to a maximum of 8 additional).