Trusted Advisor of Choice

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

You will have lifetime access to learn at your own pace with:
  • 29 bite-sized video lessons
    - eligible for CE credits* 
  • Live group coaching sessions
  • Downloadable conversation guides and tools
  • Exercises to help embed skills
  • client engagement Tools and companion Guides


  • Please select 'Subscribe to our email list' to allow us to send information and updates to you.
  • 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.
  • 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 have been approved by:

Dr. Amy's Trusted Advisor of Choice program has been granted 8.5 credits. 

PLEASE NOTE: 1 credit will be provided upon completion of each Module in the program, with the exception of Module 5 and 8 which must both be completed for a total of 1.5 credits, combined.

Individual $3995

IMPORTANT:  Please click the above box to confirm you have read and agree to our Client Connections Tools AgreementTerms of UsePrivacy Policy and Refund Policy.

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