Trusted Advisor of Choice (IFB)

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

You will have lifetime access to learn at your own pace, including:
  • 29 bite-sized video lessons
    - eligible for CE credits* upon completion
  • Conversation guides, to make the most of client meetings
  • Real-world case studies
  • Practical exercises to help embed skills
  • Group coaching sessions
  • Client engagement Tools with companion Guides

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.
  • 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 each Module. 

IIROC

Dr. Amy's Trusted Advisor of Choice program has been accredited for a total of 7.75 hours of IIROC Professional Development CE. 

Dr. Amy's Trusted Advisor of Choice program qualifies for a total of 8 FP Canada-Approved CE Practice Management Credits.

$3995 USD

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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