$1,900.00 USD

Every year

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: Client Connections Tools Agreement, Terms of Use, Privacy Policy, and Refund Policy.

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Client Connections Toolkit

You've made an amazing choice to differentiate your client experience through meaningful touchpoints!

You will receive:
  • Growing Library of 24 Client-facing Tools
    – customizable with your contact details
  • Companion Advisor Guides 
    – including Client Tool introduction and follow-up methods
  • Dr. Amy Videos
    – to share with clients and prospects about the Tool topics
  • Live Group Coaching 
    – ask Dr. Amy questions about implementing the Tools, plus learn from peers
  • NEW Client Tools, Videos, and Guides throughout the year to enhance your conversations even further


  • Your subscription is a 1 year membership.
  • 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.
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  • 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 meet you in coaching and hear about your success with our Toolkit!